Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Pereyra is a financial advisor with Ameriprise Financial Services, LLC in RYE BROOK, NY. Annie has been in the industry since 2009 and is registered in New York. Annie holds a Series 63, 7, 24, 99TO, and SIE licenses. Annie and Ameriprise provide financial planning, asset allocation services, and educational seminars, among other services. They have a strong focus on providing portfolio management for individuals and businesses, and have a total of $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.
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NY
08/12/2022 - Present
Ameriprise Financial Services, LLC (RYE BROOK NY)
NY
10/11/2007 - 08/12/2020
INTERNATIONAL EQUITY SERVICES, INC. (WHITE PLAINS NEW YORK NY)
BC
Issued 10/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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