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Adriana Marie Perez

Ameriprise Financial Services, LLC

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About Adriana Marie Perez

Adriana Marie Perez is an investment advisor representative registered with Ameriprise Financial Services, LLC. Adriana has been in the industry since 2021. Adriana is licensed to conduct business in Arizona, Illinois, Kentucky, New Mexico, North Carolina, and Washington. Adriana has passed the General Securities Representative Examination (Series 7TO), Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Adriana's specializations include: Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Adriana Perez is currently registered with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a Limited Liability Company formed in 1971 and headquartered in Minneapolis, Minnesota. The firm offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise has a significant presence in the United States, with a network of over 11,000 licensed agents and investment advisor representatives. The firm manages over $479 billion in assets for a diverse range of clients, including high-net-worth individuals, corporations, and pension plans.
Ameriprise Financial Services, LLC

707 2ND AVENUE SOUTH

MINNEAPOLIS, MN 55402

$479.79B

Assets Under Management

140,938

Total Clients

13,002

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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asset allocation services

Asset allocation services

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adriana Perez’s Registration & Firm History

AZ

07/03/2024 - Present

Ameriprise Financial Services, LLC (Tucson AZ)

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Licenses & Designations

BOTH

Issued 08/15/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/19/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adriana Marie Perez.
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