Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sophia? Claim Your ProfileSophia Artus is a financial advisor with Ameriprise Financial Services, LLC. Sophia has been in the financial services industry since 2020. Sophia is registered with the state of Wisconsin as both a Broker-Dealer and Investment Advisor Representative. Sophia has passed the Series 66, Series 7 and SIE exams. Sophia specializes in helping clients with retirement planning, investment management, and insurance. Sophia has experience working with clients of all ages and backgrounds. Sophia is committed to providing personalized financial advice and helping clients achieve their financial goals. Sophia is located at 2331 ENTERPRISE DR in Oshkosh, WI.
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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WI
11/09/2022 - Present
Ameriprise Financial Services, LLC (OSHKOSH WI)
BOTH
Issued 11/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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