Unclaimed
Connie Elaine Kittrell is an investment advisor representative with Ameriprise Financial Services, LLC. Connie has been in the securities industry since April 4, 2004 and holds a Series 7 license, a Series 66 license and a SIE license. Connie has been registered with Ameriprise Financial Services, LLC since March 2020. Connie is registered with the state of Mississippi for both broker-dealer and investment advisor activity, and holds a resident investment advisor registration in Texas. Connie is also registered with the states of Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Mississippi, North Carolina, Ohio, Tennessee, Texas, Virginia, Washington and Wisconsin as a broker-dealer. Connie worked for IDS LIFE INSURANCE COMPANY from April 5, 2004 to July 3, 2006 in Minneapolis, Minnesota.
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
MS
05/14/2020 - Present
Ameriprise Financial Services, LLC (BILOXI MS)
MN
04/05/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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