Peter Lovecchio

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

Authority	Category	Status	Date
LA	RA	APPROVED	2015-07-17
TX	RA	APPROVED_RES	2006-10-03

LA RA
APPROVED

Since 2015-07-17
TX RA
APPROVED_RES

Since 2006-10-03

Branch Locations

1 Galleria Blvd Ste 2121, Metairie, LA 70001 • United States

Metairie, LA • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	Metairie	LA	09/2005	03/2020
Ameriprise Financial Services, Llc	Metairie	LA	03/2020	Present

09/2005 → 03/2020

Ameriprise Financial Services, Inc.

Metairie, LA
03/2020 → Present

Ameriprise Financial Services, Llc

Metairie, LA

Other Businesses

Business Ownership; Indigo Partners, LLC; Co- manage entity to lease office space for my practice.; Consulting; 1 Galleria Blvd - Suite 2121, , Metairie, LA, 70001; Not Investment-Related; 02/04/2022; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-06-23
S63	Uniform Securities Agent State Law Examination	1989-12-21

S65 Uniform Investment Adviser Law Examination

1995-06-23
S63 Uniform Securities Agent State Law Examination

1989-12-21

Designations

Certified Financial Planner

View on SEC IAPD