Unclaimed
Angela Janice Peterson is a financial advisor with Ameriprise Financial Services, LLC. Angela is a Series 7 and Series 66 licensed professional. Angela has been in the industry since 2008 and is registered to provide investment advice in Illinois. Ameriprise Financial Services, LLC provides a wide range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses. The firm serves a diverse clientele, including high-net-worth individuals, corporations, and trusts. Ameriprise Financial Services, LLC has offices throughout the United States and manages over $479 billion in assets.
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
IL
07/17/2008 - Present
Ameriprise Financial Services, LLC (ROCKFORD IL)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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