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Rebecca Susan Doctor

Ameriprise Financial Services, LLC

Elba, NY

Lockport, NY

CRD 7589945

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-09
  • NY RA
    APPROVED
    Since 2024-04-09

Branch Locations

Elba, NY • United States

702 Davison Rd, Lockport, NY 14094-5371 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Lockport NY 05/2022 Present
Dennys Batavia NY 05/2021 12/2022
Target Batavia NY 11/2020 01/2021
Instacart Batavia NY 05/2020 08/2020
Bob Evans Batavia NY 06/2019 03/2020
Keuka College Keuka Park NY 08/2019 12/2022
Oakfield Alabama Central School District Oakfield NY 09/2004 06/2019
  • 05/2022 → Present
    Ameriprise Financial Services, Llc
    Lockport, NY
  • 05/2021 → 12/2022
    Dennys
    Batavia, NY
  • 11/2020 → 01/2021
    Target
    Batavia, NY
  • 05/2020 → 08/2020
    Instacart
    Batavia, NY
  • 06/2019 → 03/2020
    Bob Evans
    Batavia, NY
  • 08/2019 → 12/2022
    Keuka College
    Keuka Park, NY
  • 09/2004 → 06/2019
    Oakfield Alabama Central School District
    Oakfield, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
  • S66 Uniform Combined State Law Examination
    2024-04-06
Other Names
  • Rebecca Doctor
  • Rebecca Susan Cramer

View on SEC IAPD

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