Unclaimed
Rosa Minerva Landin is a financial advisor with Ameriprise Financial Services, LLC. Rosa has been in the industry since 2000 and has a strong track record of providing financial advice to individuals, families, and businesses. Rosa is licensed in Texas and New Mexico and holds several industry certifications, including the Series 6, 7, 26, 63, and 66. Rosa is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
TX
04/12/2023 - Present
Ameriprise Financial Services, LLC (El Paso TX)
IL
12/03/2002 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
08/02/2001 - 10/23/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IL
12/11/2001 - 12/20/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/09/2000 - 08/14/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BOTH
Issued 04/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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