Unclaimed
Latasha Myers is a financial advisor at Ameriprise Financial Services, LLC, a firm that has been serving clients since 1894. Latasha has been in the industry for 2 years. Latasha is licensed in 53 states. Latasha holds the Series 7TO, SIE and Series 63 licenses. Latasha's firm manages over $479 billion in assets. Latasha is experienced in providing financial planning, portfolio management, pension consulting, and educational seminars.
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
MN
04/15/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 11/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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