Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francis? Claim Your ProfileFrancis Andre Lamoureux is an investment advisor representative with Ameriprise Financial Services, LLC. Francis has been in the securities industry since December 8, 1997. Francis has passed the Series 6, Series 63, Series 65 and SIE exams. Francis is registered in California, Florida, Massachusetts, and Vermont. Francis also has a current IA registration in Vermont. Francis has previous experience with Ameriprise Advisor Services, Inc. and H.D. Vest Investment Services. Francis specializes in retirement, college, and estate planning, as well as asset allocation services.
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
MA
10/05/2009 - Present
Ameriprise Financial Services, LLC (Boston MA)
VT
10/15/2003 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEWPORT VT)
TX
11/06/1997 - 09/08/2003
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 11/21/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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