Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Liesl? Claim Your ProfileLiesl Adrienne Savage is a financial advisor with Ameriprise Financial Services, LLC. Liesl is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the financial industry since 2000. Liesl has a long history of providing financial services, starting with Edward Jones and then moving to Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated and SunTrust Securities, Inc. Liesl specializes in providing financial planning, portfolio management, and asset allocation services to a diverse clientele, including individuals, high-net-worth individuals, corporations, pension plans, trusts, estates and charitable organizations.
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
FL
07/07/2022 - Present
Ameriprise Financial Services, LLC (PALM COAST FL)
GA
01/02/2003 - 05/02/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
03/07/2001 - 01/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
04/07/2000 - 02/01/2001
EDWARD JONES (ST. LOUIS MO)
MD
03/01/1999 - 03/01/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 10/16/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2019
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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