Unclaimed
Rachel Repasky is an investment advisor representative with Ameriprise Financial Services, LLC. Rachel has been in the financial services industry since July 2011. Rachel is registered in 14 states as a broker-dealer and in 2 states as an investment advisor. Rachel has passed the Series 63, Series 65, Series 7 and SIE exams. Ameriprise Financial Services, LLC is an investment advisor that is registered in 12 states. The firm manages over $479 billion in assets. Ameriprise Financial Services, LLC offers financial planning, asset allocation services, educational seminars and portfolio management services for individuals and businesses.
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
MN
08/29/2019 - Present
Ameriprise Financial Services, LLC (NEW BRIGHTON MN)
IA
Issued 08/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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