Unclaimed
Anthony Tsakakis is a financial advisor with Ameriprise Financial Services, LLC. Anthony has over 30 years of experience in the financial services industry. Anthony is registered to provide investment advice in Alaska, Florida, Massachusetts, Michigan, Minnesota, South Carolina, Texas, Utah, Washington and Wisconsin. Anthony is also a registered representative of Ameriprise Financial Services, LLC. Anthony's previous experience includes positions at Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., Piper Jaffray & Co. and U.S. Bancorp Investments, Inc. Anthony has a wide range of experience in helping individuals and families achieve their financial goals.
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
09/13/2021 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
04/27/2009 - 09/20/2021
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
08/12/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BLOOMINGTON MN)
MN
01/16/2000 - 08/12/2006
PIPER JAFFRAY & CO. (BLOOMINGTON MN)
MN
07/08/1996 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/27/1992 - 07/16/1996
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 06/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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