Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elizabeth? Claim Your ProfileElizabeth Stokes is a financial advisor registered with Ameriprise Financial Services, LLC. Elizabeth has been in the industry since July 2006 and holds a Series 7, Series 31 and Series 66 licenses. Elizabeth also holds the Certified Financial Planner designation. Elizabeth has been employed by Ameriprise Financial Services, Inc. since October 2014 and Ameriprise Financial Services, LLC since March 2020. Ameriprise Financial Services, LLC is headquartered in Minneapolis, MN and has been in business for over 100 years. Ameriprise Financial Services, LLC is a full-service financial services firm that offers a wide range of products and services to individual and institutional clients. Elizabeth is registered to provide financial advice in multiple states. Elizabeth is also registered to provide investment advisory services in Minnesota and Texas. Elizabeth's previous employers include Riversource Distributors, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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
MN
01/12/2018 - Present
Ameriprise Financial Services, LLC (Bloomington MN)
MN
06/23/2009 - 11/25/2014
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/01/2009 - 06/19/2009
MORGAN STANLEY SMITH BARNEY (MINNEAPOLIS MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MINNEAPOLIS MN)
MN
07/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (MINNEAPOLIS MN)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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