Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Quintanilla is a financial advisor with Ameriprise Financial Services, LLC. Sara has been in the industry since 2012. Sara is registered to provide securities and investment advisory services in 23 states and holds the Series 66, Series 7TO and SIE licenses. Sara's firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets for over 1.4 million clients. The firm provides a variety of investment advisory services including financial planning, portfolio management and educational seminars.
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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CA
04/11/2024 - Present
Ameriprise Financial Services, LLC (San Ramon CA)
BOTH
Issued 03/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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