Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-10-23
TX RA APPROVED 2018-10-22
  • FL RA
    APPROVED
    Since 2018-10-23
  • TX RA
    APPROVED
    Since 2018-10-22

Branch Locations

4731 N 9Th Ave, Pensacola, FL 32503-2445 • United States

2052 W County Highway 30A Ste 205, Santa Rosa Beach, FL 32459 • United States

Santa Rosa Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Houston TX 05/2016 10/2018
Amegy Bank Houston TX 05/2016 10/2018
Ameriprise Financial Services, Inc. Destin FL 10/2018 03/2020
Ameriprise Financial Services, Llc Santa Rosa Beach FL 03/2020 Present
Previous Registrations
  • 2016-05-31 → 2018-11-05
    Houston, TX
    Houston, TX
    Houston, TX
    Houston, TX
  • 2011-10-03 → 2016-05-31
    Pnc Managed Account Solutions, Inc.
    Kingwood, TX
    Kingwood, TX
    Kingwood, TX
  • 2010-06-22 → 2011-08-09
    Destin, FL
Other Businesses

Business Ownership; Streck Enterprises; Owner; Manage Ameriprise Business; 2052 West County Hwy 30A, Suite 205, Santa Rosa Beach, FL, 32459; Investment-Related; 04/16/2024; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-11
  • S66 Uniform Combined State Law Examination
    2009-08-11
Other Names
  • Whitney Marie Keeter
  • Whitney Streck

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Pensacola, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor