Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adrienne? Claim Your ProfileAdrienne Marie Guerra is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Adrienne has been in the industry since 2005 and holds multiple licenses, including Series 66, Series 9, and Series 7. Adrienne has previously been registered with Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Adrienne has a broad range of experience in the financial services industry, working with a variety of clients, including individuals, corporations, trusts, and charities. Adrienne offers a range of services, including financial planning, asset allocation, and portfolio management. Adrienne is committed to providing her clients with the highest level of service and expertise.
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.
1
2
CA
02/17/2015 - Present
Ameriprise Financial Services, LLC (Fresno CA)
CA
01/03/2011 - 02/03/2015
WELLS FARGO ADVISORS, LLC (MERCED CA)
CA
03/23/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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