Unclaimed
Luane Culpepper is a financial advisor with Ameriprise Financial Services, LLC. Luane has been in the financial services industry since March 1984. Luane is registered to provide investment advice in Alabama, Arizona, California, Florida, Georgia, Hawaii, Idaho, Illinois, Massachusetts, Mississippi, Nevada, New Jersey, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Luane also has Series 6, 7 and SIE securities licenses. Luane is a Certified Financial Planner. Luane has worked for LPL Financial LLC in Chattanooga, TN and Mutual Service Corporation in Chattanooga, TN, as well as Investors Brokerage Services, Inc. in Elgin, IL.
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
TN
07/15/2022 - Present
Ameriprise Financial Services, LLC (Chattanooga TN)
TN
09/08/2009 - 07/20/2022
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
01/06/1995 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHATTANOOGA TN)
NA
12/14/1994 - 01/05/1995
MUTUAL SERVICE CORPORATION
IL
03/15/1984 - 12/30/1994
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 04/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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