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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Thompson is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey is active in 7 states, including Delaware, Michigan, Rhode Island and Virginia. Jeffrey has over 23 years of experience in the financial services industry. Jeffrey is also registered with the State of Michigan as an Investment Advisor Representative. Jeffrey is located in Troy, Michigan and works with clients in Troy, Michigan and White Lake, Michigan. Jeffrey's firm, Ameriprise Financial Services, LLC has $1 billion to $10 billion in assets under management. Ameriprise Financial Services, LLC has over 11,700 registered representatives, 12,400 investment advisor representatives and over 13,800 registered employees. Jeffrey's specialties are Retirement Planning, College Savings, Estate Planning, Insurance and Business Planning.
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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MI
10/25/2024 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
02/05/2007 - 11/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (TROY MI)
SC
09/01/1994 - 03/12/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
WI
12/08/1993 - 09/06/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
KS
10/06/1993 - 10/25/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
MI
12/23/1992 - 07/07/1993
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
MI
08/27/1990 - 11/03/1992
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/28/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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