Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amy? Claim Your ProfileAmy Suzanne Nelson is a financial advisor with Ameriprise Financial Services, LLC, based in Richardson, Texas. Amy has been in the financial industry since 1998. Amy's experience includes working with clients from a range of backgrounds, including high-net-worth individuals, corporations, and charitable organizations. Amy is also a registered representative of Ameriprise Financial Services, LLC and is licensed to sell securities in Texas. Amy provides a variety of services to her clients, including financial planning, asset allocation, portfolio management, and educational seminars.
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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TX
05/29/2015 - Present
Ameriprise Financial Services, LLC (RICHARDSON TX)
TX
03/26/2013 - 06/05/2015
LPL FINANCIAL LLC (DALLAS TX)
TX
08/18/2009 - 04/10/2013
MORGAN STANLEY (DALLAS TX)
TX
06/01/2009 - 07/23/2009
MORGAN STANLEY SMITH BARNEY (PLANO TX)
TX
09/24/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
MN
03/17/2003 - 08/04/2003
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
10/01/1998 - 04/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/01/1998 - 04/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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