Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeannie? Claim Your ProfileJeannie Lynn Ilievski is a financial advisor with Ameriprise Financial Services, LLC. Jeannie is a registered representative in Indiana and Texas. Jeannie has been in the financial industry since June 2002, and has held previous positions with Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, and Ameriprise Financial Services, Inc. Jeannie specializes in providing financial advice to individuals, businesses, pension plans, and trusts. Jeannie is also a Registered Investment Advisor in Indiana and Texas.
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
IN
09/18/2023 - Present
Ameriprise Financial Services, LLC (Merrillville IN)
KY
12/23/2020 - 02/04/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IN
04/14/2009 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (WEST LAFAYETTE IN)
IN
09/18/2001 - 01/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CROWN POINT IN)
MN
09/18/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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