Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sergio? Claim Your ProfileSergio Gustavo Weitzman is a financial advisor with Ameriprise Financial Services, LLC. Sergio Gustavo Weitzman has been in the financial services industry since 1992. Sergio Gustavo Weitzman is registered with FINRA and the state of Texas as a Registered Representative. Sergio Gustavo Weitzman is also registered with the state of Texas as an Investment Advisor Representative. Sergio Gustavo Weitzman provides financial planning services to individuals, corporations, trusts, and other entities. Sergio Gustavo Weitzman also provides portfolio management services to individuals, corporations, and trusts. Sergio Gustavo Weitzman has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Sergio Gustavo Weitzman has worked at Ameriprise Financial Services, LLC since 2020.
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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TX
02/24/1993 - Present
Ameriprise Financial Services, LLC (Houston TX)
MN
12/22/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 12/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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