Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fernando? Claim Your ProfileFernando Quattrociocchi is a financial advisor with Ameriprise Financial Services, LLC. Fernando has been in the financial industry since 1997. Fernando provides investment advisory services to individuals, businesses, trusts, estates, charitable organizations, insurance companies and pension and profit-sharing plans. Fernando holds Series 7, Series 31, and Series 66 securities licenses, as well as a Series 63 license. Fernando is registered with the state of Michigan and Texas.
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
MI
11/06/2023 - Present
Ameriprise Financial Services, LLC (Grosse Pointe Woods MI)
MI
01/11/2000 - 11/06/2023
COMERICA SECURITIES (GROSSE POINTE WOODS MI)
NJ
10/20/1997 - 01/03/2000
COPELAND EQUITIES, INC. (SOMERSET NJ)
NY
07/19/1995 - 04/17/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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