Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Franci? Claim Your ProfileFranci Rose Shields is a registered representative of Ameriprise Financial Services, LLC. Franci Rose Shields has been in the industry since September 23, 2008. Franci Rose Shields is registered in Colorado, Iowa, Nebraska and Texas. Franci Rose Shields holds Series 66, Series 7 and SIE licenses. Franci Rose Shields has previously worked at Ameriprise Advisor Services, Inc.. Franci Rose Shields's firm, Ameriprise Financial Services, LLC, has offices in Denver, West Des Moines and Omaha. Ameriprise Financial Services, LLC is a large firm that provides financial planning, portfolio management, asset allocation services, educational seminars and selection of other advisers. Ameriprise Financial Services, LLC manages over $479 billion in assets. Franci Rose Shields specializes in working with trusts/estates, insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth.
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
CO
08/17/2010 - Present
Ameriprise Financial Services, LLC (DENVER CO)
CO
09/24/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (BOULDER CO)
BOTH
Issued 11/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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