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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louisa? Claim Your ProfileLouisa Pardo is a financial advisor at Ameriprise Financial Services, LLC in BELLEVUE, WA. She has been in the financial services industry since 2005. Louisa Pardo specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She also offers asset allocation services and selection of other advisors. Louisa Pardo has a broad range of experience, having worked with a variety of clients, including individuals, businesses, trusts, and estates.
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
WA
04/01/2024 - Present
Ameriprise Financial Services, LLC (BELLEVUE WA)
WA
11/27/2013 - 07/31/2014
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
03/16/2012 - 09/27/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
05/28/2008 - 03/18/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
WA
12/06/2005 - 03/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (BELLEVUE WA)
MN
01/22/2004 - 10/24/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/22/2004 - 10/24/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/07/1999 - 03/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/07/1999 - 03/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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