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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anita? Claim Your ProfileAnita Adkisson is an investment advisor representative with Ameriprise Financial Services, LLC, who has been in the industry since 2000. Anita is licensed in Minnesota and holds multiple securities licenses, including Series 6, 7, 9, 10, 24, and 66. Anita has prior experience with several firms including IDS Life Insurance Company and ING Financial Partners, Inc. Anita provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, corporations, trusts, estates, and pension and profit-sharing plans. Ameriprise Financial Services, LLC has approximately $479 billion in assets under management.
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
MN
12/19/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
10/12/2005 - 07/24/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
CA
07/06/2005 - 09/06/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CT
03/05/2004 - 06/06/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
MN
10/20/1999 - 02/10/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1999 - 02/10/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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