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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2018-05-18 |
Branch Locations
20 Cabot Blvd Ste 300 Ofc 27, Mansfield, MA 02048 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade | Providence | RI | 08/2010 | 05/2018 |
| Ameriprise Financial Services Inc | Mansfield | MA | 05/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Mansfield | MA | 03/2020 | Present |
Real Estate Ownership; Single Family; 70 South Shore Rd Little Compton RI 02837,; Not Investment-Related; 06/01/2019. Business Ownership; The Objective Organizer; Meet for consultations with potential clients. If hired, I will source materials and product to complete the job. I will run the behind the scenes of the business, such as marketing, invoicing, management of prospect and client information.; Professional organizer for individuals and families in their home; 6 Holstein Rd., , Mansfield, MA, 02048; Not Investment-Related; 10/25/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Stonehill College Office of Alumni Engagement; Office Manager & Event Coordinator - Plan and prepare events like the 3 day reunion weekend in June. Handle computer system responsible for registration of alumni events.; ; 320 Washington Street, , North Easton, MA, 2357; Not Investment-Related; 11/21/2022; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-04 |
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