Beatriz Eunice Truax

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → 03/2020
  Ameriprise Financial Services, Inc.
  Chicago, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Orlando, FL

Other Businesses

Name of Activity: Top of the Trees South, LLC; Date Activity Started/Modified/Ended:2025-11-05; Address: 545 Eagle Creek Dr, Naples, FL 34113; Type of Activity: Investment real estate; Describe if any other Activity:;Role/Relationship: Owner/ Proprietor; Describe if any other Roles/Responsibility:;Responsibilities: Manage rental property, coordinate maintenance and repairs, prepare budget and expenditure reports, file taxes; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:No;-- END ---

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-01
• S63 Uniform Securities Agent State Law Examination
  2006-08-28

Other Names

• Bea Duarte
• Bea Truax
• Beatriz E Duarte
• Beatriz Truax
• Beatriz E Truax