Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Terzakis is an investment advisor representative with Ameriprise Financial Services, LLC. John has been in the financial services industry since August 28, 1989. John has a Series 7, 6, 63, 66, and 24 license. John's office is located in Tequesta, Florida. Ameriprise Financial Services, LLC is a financial services company that provides a range of financial products and services, including investment management, financial planning, and insurance. The company has over 10,000 financial advisors who serve individual and institutional clients.
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.
1
2
FL
05/19/2006 - Present
Ameriprise Financial Services, LLC (TEQUESTA FL)
MN
08/29/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1990
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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