Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fritzie? Claim Your ProfileFritzie Connally is a financial advisor with over 30 years of experience in the industry. Fritzie has been associated with Ameriprise Financial Services, LLC since 2009 and holds Series 3, 7, 63, and 65 licenses. Prior to joining Ameriprise, Fritzie was registered with several other firms including Frost Brokerage Services, Inc., Raymond James Financial Services, Inc., Wachovia Securities, LLC, Principal Financial Securities, Inc. and Kidder, Peabody & Co. Incorporated. Fritzie is registered to provide securities advice and investment advisory services in multiple states, including Texas, New York, California, Florida, Georgia, Kansas, Louisiana, Oklahoma, and Virginia. Fritzie specializes in providing financial planning, portfolio management, and 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
TX
10/05/2009 - Present
Ameriprise Financial Services, LLC (FORT WORTH TX)
TX
07/08/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (RICHARDSON TX)
TX
06/24/2009 - 07/22/2009
FROST BROKERAGE SERVICES, INC. (FORT WORTH TX)
TX
04/23/2004 - 06/19/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT WORTH TX)
MO
05/11/1998 - 04/28/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TX
01/20/1994 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NY
05/15/1989 - 01/10/1994
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
08/21/1986 - 06/06/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 08/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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