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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrian? Claim Your ProfileAdrian Davis De Montluzin is an investment advisor representative with Ameriprise Financial Services, LLC. Adrian has been in the industry since 1993 and has experience with a variety of firms including UBS Financial Services Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Adrian is registered with the state of Texas and holds the Series 63, 65, 7 and SIE exams. Adrian specializes in providing a variety of financial planning and investment services to individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/11/2020 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
07/29/2011 - 09/22/2020
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
FL
10/12/1995 - 08/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH GARDENS FL)
MO
08/25/1993 - 10/12/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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