Unclaimed
Needham Hatcher is a financial advisor registered with Ameriprise Financial Services, LLC. Needham has over 20 years of experience in the financial industry. Needham specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts. Needham also provides educational seminars and publication of periodicals to help clients understand financial concepts. Needham is a Certified Financial Planner and is licensed to conduct business in Alabama, California, Colorado, Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Tennessee, and Virginia.
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
GA
08/02/2022 - Present
Ameriprise Financial Services, LLC (Albany GA)
GA
09/15/2011 - 08/12/2022
LPL FINANCIAL LLC (ALBANY GA)
GA
01/04/2005 - 09/06/2011
SYNOVUS SECURITIES, INC. (LEESBURG GA)
GA
10/23/2003 - 12/02/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
MO
11/12/1999 - 06/03/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
06/11/1998 - 10/06/1998
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 01/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Needham Hatcher is the right advisor for you? Invested Better is here to help.