Unclaimed
River Lee Williams is a registered representative with Ameriprise Financial Services, LLC, and has been in the financial services industry since April 8, 2022. River Lee Williams is licensed in Arizona, District of Columbia, Florida, Georgia, Massachusetts, North Carolina, South Carolina, and Virginia. River Lee Williams provides financial planning services and portfolio management for individuals, businesses, and trusts.
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
SC
06/14/2022 - Present
Ameriprise Financial Services, LLC (Seneca SC)
BOTH
Issued 06/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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