Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Mancilla is a registered representative with Ameriprise Financial Services, LLC. Aimee has over 14 years of experience in the financial services industry. Prior to joining Ameriprise Financial Services, LLC, Aimee was a financial advisor at WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Aimee holds a Series 7, Series 9, Series 10, Series 24, Series 66, Series 99TO and SIE. Aimee specializes in retirement planning, college savings, investment management and financial planning. Aimee is committed to providing her clients with personalized financial advice and guidance.
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
MN
03/26/2014 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
10/29/2012 - 02/04/2014
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
01/03/2011 - 08/08/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
06/01/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 11/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/30/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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