Unclaimed
Sallie Teninbaum has been a registered representative since 1988, working with clients in Houston, Texas. Sallie currently works with Ameriprise Financial Services, LLC, a large firm with a comprehensive range of financial services. Before joining Ameriprise Financial, Sallie worked with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Sallie has experience in financial planning, portfolio management, and pension consulting. Sallie is dedicated to helping clients reach 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
08/31/2018 - Present
Ameriprise Financial Services, LLC (HOUSTON TX)
TX
01/01/2008 - 09/06/2018
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
04/25/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HOUSTON TX)
NA
10/19/1988 - 04/10/1989
COWEN & CO.
BC
Issued 11/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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