Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace McCormack is an investment advisor representative at Ameriprise Financial Services, LLC. Candace is registered with the state of Texas and has been in the industry since May 2012. Previously, Candace was associated with WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC for over a decade. Candace is Series 66, Series 7 and SIE licensed and has a history of providing financial services to high net worth individuals, pension and profit-sharing plans, corporations or other businesses, insurance companies, and charitable organizations. Candace focuses on providing financial planning, portfolio management, and educational seminars for individuals and businesses. Candace McCormack and Ameriprise Financial Services, LLC are committed to providing exceptional client service and helping clients reach 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.
1
2
TX
02/07/2023 - Present
Ameriprise Financial Services, LLC (Houston TX)
TX
05/28/2012 - 02/14/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HOUSTON TX)
BOTH
Issued 09/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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