Unclaimed
Laurens Rhinelander is an investment advisor representative with Ameriprise Financial Services, LLC. Laurens has over 20 years of experience in the financial industry. Laurens is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Laurens has a history of working with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The advisor's previous employment history includes positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc. Laurens is licensed in several states including Arizona, Arkansas, California, Connecticut, Hawaii, Illinois, Indiana, Michigan, New Jersey, New Mexico, New York, Oregon, Rhode Island, South Carolina, Tennessee, Texas, and Washington.
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
CA
08/31/2018 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
05/02/2008 - 09/06/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
02/16/2000 - 05/14/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 03/01/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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