Unclaimed
Kim Chi Luu-tu is an investment advisor representative for Ameriprise Financial Services, LLC with over 25 years of experience in the financial services industry. Kim Chi Luu-tu has been registered with the Securities and Exchange Commission since June 1997. Kim Chi Luu-tu is a registered investment advisor representative in 37 states and is licensed to provide securities and investment advisory services. Kim Chi Luu-tu has a wide range of experience in the financial services industry, including asset allocation, financial planning, pension consulting, and portfolio management. Kim Chi Luu-tu provides advisory services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and trusts and estates.
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
VA
07/17/1997 - Present
Ameriprise Financial Services, LLC (VIENNA VA)
MN
06/04/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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