Unclaimed
Ottilia Cserenko is a financial advisor with Ameriprise Financial Services, LLC. Ottilia has been in the industry since 2016 and has held licenses in Nevada and Texas. Ameriprise Financial Services, LLC is a large firm with offices across the United States, and Ottilia has worked with clients in Henderson, Nevada. Ottilia has experience working with a variety of clients, including individuals, corporations, trusts and estates, and charitable organizations. Her areas of specialization include Retirement planning, College savings plans, Estate planning, Insurance, and Mutual funds.
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
NV
10/14/2024 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
12/11/2015 - 07/16/2020
THRIVENT INVESTMENT MANAGEMENT INC. (LAS VEGAS NV)
NV
01/09/2015 - 11/11/2015
PFS INVESTMENTS INC. (HENDERSON NV)
BC
Issued 02/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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