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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheree? Claim Your ProfileSheree Ziemba is a financial advisor who has been in the industry for over 23 years. Ziemba is a Certified Financial Planner and holds both Series 63 and Series 65 securities licenses. Sheree is currently registered with Ameriprise Financial Services, LLC and has been with them since March 2020. Sheree specializes in providing financial advice to high net worth individuals, corporations, pension and profit-sharing plans, and trusts/estates. Ziemba offers a variety of financial planning services, including asset allocation, portfolio management, and educational seminars. Sheree was previously employed by IDS Life Insurance Company in Minneapolis, MN from December 1999 to July 2006. Sheree is registered as an Investment Advisor Representative in Florida, Oklahoma and Texas.
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
OK
08/21/2007 - Present
Ameriprise Financial Services, LLC (Tulsa OK)
MN
12/21/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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