Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ray? Claim Your ProfileRay Anthony Trosclair is a financial advisor with Ameriprise Financial Services, LLC. Ray has been in the industry since 1999 and is registered in 28 states. Ray is a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Ray has experience working with high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, and pension and profit-sharing plans. Ray also provides asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Ray previously worked at IDS Life Insurance Company in Minneapolis, Minnesota.
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
LA
10/05/2006 - Present
Ameriprise Financial Services, LLC (Prairieville LA)
MN
01/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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