Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacia? Claim Your ProfileStacia DeWitt is a financial advisor at Ameriprise Financial Services, LLC, a firm with over $1 billion in assets under management. Stacia DeWitt is registered with the state of Minnesota and Arkansas. Stacia DeWitt has been a financial advisor for over 10 years, and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Stacia DeWitt offers a range of financial services, including financial planning, asset allocation, and portfolio management. Stacia DeWitt has previously worked at ALLSTATE FINANCIAL SERVICES, LLC, MUTUAL OF OMAHA INVESTOR SERVICES, INC. and THRIVENT INVESTMENT MANAGEMENT INC. Stacia DeWitt is also a registered principal with Ameriprise Financial Services, LLC.
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
MN
11/07/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
NE
08/20/2019 - 10/21/2021
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
AR
07/26/2018 - 07/26/2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (LITTLE ROCK AR)
AR
10/01/2012 - 08/11/2016
THRIVENT INVESTMENT MANAGEMENT INC. (LITTLE ROCK AR)
BOTH
Issued 02/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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