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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eleanor? Claim Your ProfileEleanor Tobin Stubbs is a financial advisor with Ameriprise Financial Services, LLC. Eleanor has been in the financial industry since 2002 and has worked with a number of firms, including TIAA-CREF Individual & Institutional Services, LLC, People's Securities, Inc., and Edward Jones. Eleanor is licensed in several states including Vermont, Texas, California, Colorado, Arkansas, Maine, Massachusetts, Maryland, and New Hampshire. Eleanor's firm, Ameriprise Financial Services, LLC, is a large financial services firm with a national reach and offers a variety of financial products and services.
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
VT
01/04/2021 - Present
Ameriprise Financial Services, LLC (BARRE VT)
VT
04/10/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WILLISTON VT)
VT
09/25/2009 - 03/27/2015
PEOPLE'S SECURITIES, INC. (MONTPELIER VT)
VT
02/14/2006 - 10/28/2009
CHITTENDEN SECURITIES, LLC. (MONTPELIER VT)
MO
03/21/2001 - 07/18/2001
EDWARD JONES (ST. LOUIS MO)
NJ
11/12/1997 - 03/22/2001
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
07/09/1996 - 10/29/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/09/1996 - 10/29/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/28/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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