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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stan? Claim Your ProfileStan Borgquist Leavitt is a financial advisor with Ameriprise Financial Services, LLC. Stan has been working in the financial industry since March 19, 1995 and has a strong track record of providing clients with personalized financial advice. Stan is registered with the state of California and Texas as an Investment Advisor Representative. Stan is also licensed to sell securities in a number of other states. Stan is committed to helping clients achieve their financial goals. Stan provides a wide range of financial services, including financial planning, asset allocation, and portfolio management. Stan also offers educational seminars to help clients learn about the financial markets.
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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CA
01/07/2020 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
06/12/1998 - 06/29/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSEVILLE CA)
NY
01/02/1998 - 06/12/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
06/02/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MA
04/27/1995 - 05/20/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
AZ
12/23/1994 - 02/10/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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