Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parker? Claim Your ProfileParker Wiseman is a financial advisor at Ameriprise Financial Services, LLC, a firm with over 140,000 clients and $479 billion in assets under management. Parker holds Series 7, Series 63, and Series 66 licenses and has been in the industry since 2014. Parker has been registered in 16 states and has worked at Morgan Stanley and Fidelity Brokerage Services LLC before joining Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC offers a variety of financial planning and advisory services, including asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
MA
02/18/2021 - Present
Ameriprise Financial Services, LLC (Boston MA)
MA
11/05/2015 - 08/21/2017
MORGAN STANLEY (BOSTON MA)
CO
01/20/2014 - 09/22/2015
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 08/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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