Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacey? Claim Your ProfileStacey Lynn Fredrickson is a financial advisor with Ameriprise Financial Services, LLC. Stacey has over 30 years of experience in the financial services industry. Stacey is registered in 41 states and is a Series 7, Series 24, Series 63, and Series 65 licensed professional. Stacey's firm, Ameriprise Financial Services, LLC is a large financial services firm with over $479 Billion in regulatory assets under management. Stacey provides financial planning, portfolio management, and asset allocation services to a variety of clients including individuals, corporations, trusts, and charities.
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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2
UT
12/23/1991 - Present
Ameriprise Financial Services, LLC (Clearfield UT)
UT
08/01/2008 - 12/20/2010
SECURITIES AMERICA, INC. (CLEARFIELD UT)
UT
05/14/2008 - 07/31/2008
SECURITIES AMERICA, INC. (CLEARFIELD UT)
MN
03/22/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
08/20/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
08/22/1984 - 03/18/1989
ADVANTAGE CAPITAL CORPORATION
IA
Issued 11/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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