Unclaimed
Landra Lilly MacY is an investment advisor representative with Ameriprise Financial Services, LLC. Landra has been in the industry since March 11, 2009 and holds several industry licenses, including the Series 66, Series 10, Series 9, Series 7 and SIE. Landra previously worked at RBC CAPITAL MARKETS, LLC, CENTAURUS FINANCIAL, INC., RBC CAPITAL MARKETS CORPORATION, CITIGROUP GLOBAL MARKETS INC. and RBC DAIN RAUSCHER INC. Landra provides financial planning, asset allocation services, and portfolio management for businesses and individuals. Landra also provides educational seminars and assists clients with selection of other advisors.
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
WA
11/03/2023 - Present
Ameriprise Financial Services, LLC (Kennewick WA)
WA
10/31/2019 - 11/24/2023
RBC CAPITAL MARKETS, LLC (Kennewick WA)
WA
08/15/2013 - 10/31/2019
CENTAURUS FINANCIAL, INC. (KENNEWICK WA)
OR
05/18/2007 - 04/03/2008
RBC CAPITAL MARKETS CORPORATION (PORTLAND OR)
OR
05/14/2007 - 06/09/2007
CITIGROUP GLOBAL MARKETS INC. (PORTLAND OR)
OR
07/08/2005 - 05/17/2007
RBC DAIN RAUSCHER INC. (PORTLAND OR)
NY
07/28/2003 - 11/04/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
BOTH
Issued 06/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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