Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samantha? Claim Your ProfileSamantha Seitz-elsing is a financial advisor with Ameriprise Financial Services, LLC. Samantha has been in the financial industry since February 5, 2017. Samantha is registered to provide investment advice in Rhode Island and is also registered to provide securities advice in Connecticut, Florida, Kansas, Massachusetts, New York, North Carolina, Rhode Island, and South Carolina. Samantha specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, insurance companies, charitable organizations, trusts and estates, and state and municipal government entities. Samantha offers a variety of financial services including asset allocation, financial planning, portfolio management, educational seminars, pension consulting, selection of other advisers, and the publication of periodicals. Samantha has been working with Ameriprise Financial Services, LLC since March 2020, and previously worked with Ameriprise Financial Services, Inc. since November 2014.
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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RI
12/21/2017 - Present
Ameriprise Financial Services, LLC (WAKEFIELD RI)
BOTH
Issued 06/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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