Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Carol Pettey is an active investment advisor representative with Ameriprise Financial Services, LLC. Billie has been in the industry since December 31, 1986. Billie has passed the Series 63, Series 7, and the SIE exams and has active registrations in 13 states including Alabama, Arizona, Arkansas, California, Colorado, Florida, Louisiana, New York, North Carolina, Oklahoma, Texas, and Virginia. In addition to working at Ameriprise Financial Services, LLC Billie is also the owner of a commercial real estate business. Billie's firm Ameriprise Financial Services, LLC is based in Minneapolis, Minnesota. The firm has over 140,000 clients and manages more than $479 billion dollars in assets. Ameriprise Financial Services, LLC offers various financial planning and investment services, including asset allocation, portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals.
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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TX
01/21/1987 - Present
Ameriprise Financial Services, LLC (TYLER TX)
MN
10/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/15/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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