Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Francisco? Claim Your ProfileFrancisco Valdivieso is an investment advisor representative with Ameriprise Financial Services, LLC. Francisco has been in the industry since 2008 and is registered with both FINRA and the state of Texas. Francisco is also registered in nineteen additional states as an investment advisor representative. Before joining Ameriprise, Francisco worked for WELLS FARGO CLEARING SERVICES, LLC in Lake Oswego, Oregon. Francisco has a Series 7, Series 66 and SIE license and offers financial planning and asset allocation services to individuals, businesses, trusts, charitable organizations, and pension and profit-sharing plans.
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
OR
09/01/2017 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
03/11/2008 - 09/05/2017
WELLS FARGO CLEARING SERVICES, LLC (LAKE OSWEGO OR)
BOTH
Issued 03/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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