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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Zhitnik is an investment advisor representative with Ameriprise Financial Services, LLC. Roman has been in the securities industry since December 2021 and has Series 7, 66, and SIE licenses. Roman is registered to offer securities and investment advisory services in New Hampshire and Texas. Roman also owns a single-family home in Cypress, TX, and co-owns two businesses, Manage Ameriprise Business in Houston, TX, and NAP Partners, LLC in Houston, TX. Both of these are investment-related and Roman spends approximately 60 hours per month on each. Roman has specialized in offering investment advisory services to a variety of clients, including corporations or other businesses, high-net-worth individuals, and individuals other than high-net-worth, as well as insurance companies, charitable organizations, and pension and profit-sharing plans.
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
TX
08/06/2024 - Present
Ameriprise Financial Services, LLC (Houston TX)
MN
12/10/2021 - 01/11/2024
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BOTH
Issued 08/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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