Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dena? Claim Your ProfileDena Kay Rattanpool is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $479 billion in assets under management. Dena Kay Rattanpool has been in the industry since July 2007, and her previous experience includes roles at Raymond James Financial Services, Inc. and Waddell & Reed, Inc. Dena Kay Rattanpool holds Series 7, SIE, and Series 66 licenses. Dena Kay Rattanpool is registered to offer investment advice in Arizona, Illinois, Kansas, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Washington, and Wisconsin. Dena Kay Rattanpool provides a variety of investment advisory services, including financial planning, asset allocation, portfolio management for individuals and businesses, and educational seminars.
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
TX
09/30/2019 - Present
Ameriprise Financial Services, LLC (Amarillo TX)
TX
02/08/2013 - 10/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (AMARILLO TX)
TX
07/23/2007 - 02/15/2013
WADDELL & REED, INC. (SOUTHLAKE TX)
BOTH
Issued 10/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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