Unclaimed
Nicholas Stamatis is a financial advisor with Ameriprise Financial Services, LLC. Nicholas has been in the industry since April 2005 and is registered to provide investment advice in 45 states. Nicholas holds the Series 7, Series 66 and SIE exams and is a registered representative of Ameriprise Financial Services, Inc. Nicholas's office is located in Franklin, TN, but Nicholas also provides services to clients in Columbia, TN, and throughout the United States. Ameriprise Financial Services, LLC is a large financial services firm with over $1 trillion in assets under management. The firm provides a wide range of financial products and services, including investment management, financial planning, insurance, and retirement planning.
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
TN
10/13/2006 - Present
Ameriprise Financial Services, LLC (FRANKLIN TN)
MN
04/06/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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