Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B.? Claim Your ProfileB.J. Seastone is a financial advisor with Ameriprise Financial Services, LLC. B.J. has been in the financial services industry since June 1995. B.J. has a wide range of experience and offers a variety of financial services, including financial planning, asset allocation services, portfolio management for individuals and businesses, educational seminars, selection of other advisors and publication of periodicals. B.J. has been a registered representative of Ameriprise Financial Services, LLC since December 2014 and a registered investment advisor representative of Ameriprise Financial Services, LLC since December 2014. B.J. is also a registered investment advisor representative in Louisiana. B.J. is a licensed broker-dealer in Texas. B.J. holds the following securities licenses: Series 7, Series 24, Series 51, Series 63 and Series 65. B.J. is also a registered representative of Ameriprise Financial Services, LLC. B.J. holds a number of professional designations. B.J. is located in Plano, TX and serves clients in Texas and other states. B.J. is affiliated with Ameriprise Financial Services, LLC, which is a registered investment advisor. Ameriprise Financial Services, LLC manages $479,793,782,427 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
TX
12/15/2014 - Present
Ameriprise Financial Services, LLC (PLANO TX)
MN
01/01/2007 - 11/19/2014
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/06/1995 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/06/1995 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/30/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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