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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riette? Claim Your ProfileRiette Elizabeth Lotker is a financial advisor at Ameriprise Financial Services, LLC. Riette has been in the financial services industry since 1995 and has a strong background in investments and financial planning. Riette has earned the Series 7 and Series 63 licenses and the SIE exam. She is currently registered in Florida, Louisiana, and Texas. Riette's previous experience includes working with IDS Life Insurance Company in Minnesota. She is a licensed agent in multiple states and has been serving the financial needs of individuals, families, and businesses for over 25 years. Riette has a passion for helping clients reach their financial goals and provides personalized financial planning services to her clients.
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
FL
06/11/2014 - Present
Ameriprise Financial Services, LLC (PALMETTO BAY FL)
MN
09/19/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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