Anne Fitzgerald

Ameriprise Financial Services, LLC

CRD 7953934

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-01-30
NC	RA	APPROVED	2024-11-16

TX RA
APPROVED

Since 2025-01-30
NC RA
APPROVED

Since 2024-11-16

Branch Locations

Greensboro, NC • United States

3600 Glenwood Ave Ste 130, Raleigh, NC 27612 • 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 Llc	Raleigh	NC	07/2024	Present
Fifth Third Bank	Greensboro	NC	10/2019	08/2024
Pinnacle Financial Partners	Greensboro	NC	08/2013	10/2019

07/2024 → Present

Ameriprise Financial Services Llc

Raleigh, NC
10/2019 → 08/2024

Fifth Third Bank

Greensboro, NC
08/2013 → 10/2019

Pinnacle Financial Partners

Greensboro, NC

Other Businesses

Real Estate Ownership; Commercial; 1105 Magnolia St, , Greensboro, NC, 27401; Not Investment-Related; 07/01/2015.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-15

S66 Uniform Combined State Law Examination

2024-11-15

Other Names

Annie Fitzgerald
Anne Simone

View on SEC IAPD

More in Greensboro, NC

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