Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellie? Claim Your ProfileEllie Rose Sievertsen is a financial advisor with First Command Advisory Services. Ellie is licensed and registered to offer securities and advisory services in Colorado and Texas. She is also licensed to offer insurance in Colorado. Ellie has been in the financial services industry since April 2023. Ellie's background in the financial industry includes previous work at First Command Brokerage Service INC. Ellie has earned several industry designations, including Series 7TO, SIE and Series 66. Ellie's areas of specialization include retirement planning and college savings.
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.
Personalized portfolio management to meet individual financial objectives.
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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CO
12/04/2023 - Present
First Command Advisory Services (Colorado Springs CO)
BOTH
Issued 08/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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