Unclaimed
Hannah Louise Smith is a financial advisor with Ameriprise Financial Services, LLC. Hannah has been in the industry since May 2023. Hannah specializes in investment advisory services, asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers and portfolio management for businesses and individuals. Hannah is licensed to sell securities and provide investment advice in Washington. Hannah is registered with FINRA and is a Series 7TO and a SIE exam holder. Hannah's firm, Ameriprise Financial Services, LLC is a financial services firm headquartered in Minneapolis, Minnesota with over 140,000 clients, and over $479 billion in assets under management.
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
WA
05/22/2023 - Present
Ameriprise Financial Services, LLC (Edmonds WA)
BC
Issued 05/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/11/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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