Unclaimed
Logan Jiles Fleming is a registered representative with Ameriprise Financial Services, LLC. Logan holds Series 7TO, SIE and Series 66 licenses and is registered to provide investment advice in Arizona, California, Florida, Georgia, Indiana, North Carolina and Wisconsin. Logan has been in the financial services industry since 2020 and has experience working with a variety of clients including individuals, families, businesses and trusts. Logan specializes in asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals. Logan has been employed with Ameriprise Financial Services, LLC since 2020.
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
01/15/2025 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
BOTH
Issued 10/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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