Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Emily? Claim Your ProfileEmily Medeiros is a financial advisor with Ameriprise Financial Services, LLC, registered in the state of California and several other states. Emily holds Series 6, 7, and 63 licenses, along with the SIE and Series 65 licenses. Emily has been in the financial industry since January 2011. Previously, Emily worked for MetLife Securities Inc. in Sacramento, CA. Emily's specialties include Asset Allocation, Financial Planning, Pension Consulting, and Educational Seminars. Emily works with a variety of clients, including individuals, trusts/estates, charitable organizations, insurance companies, pension and profit sharing plans, and corporations or other businesses. Ameriprise Financial Services, LLC is a financial services firm with offices in Minneapolis, Minnesota and throughout the United States.
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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CA
06/30/2014 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
01/06/2011 - 07/02/2014
METLIFE SECURITIES INC. (SACRAMENTO CA)
IA
Issued 07/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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