Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Puckett is a financial advisor with Ameriprise Financial Services, LLC, with more than 25 years of experience in the industry. Patti is registered in 17 states, and holds Series 63, Series 7 and SIE licenses. Patti also holds the Certified Financial Planner designation. Patti has been working in the financial services industry since 1997. Patti specializes in financial planning, pension consulting, educational seminars, publication of periodicals, and selection of other advisors. Patti also works with high-net-worth individuals, trusts, estates, corporations, businesses, and pension and profit-sharing plans. Ameriprise Financial Services, LLC is a registered investment advisor with more than $479 billion in assets under management. The firm offers a variety of financial services including financial planning, investment management, 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
GA
02/11/2003 - Present
Ameriprise Financial Services, LLC (DOUGLASVILLE GA)
MN
06/03/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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