Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suzanne? Claim Your ProfileSuzanne Schmitz is a financial advisor at Ameriprise Financial Services, LLC. Suzanne has been in the financial services industry since 2005 and has been registered with Ameriprise Financial Services, LLC since 2013. Suzanne has a wide range of experience and expertise in the financial services industry. Suzanne holds a Series 6, 7, 24, and 63 license. Suzanne also holds the SIE designation. Suzanne is a licensed financial advisor in 51 states and the District of Columbia. Suzanne has a specialization in Asset Allocation, Financial Planning, Pension Consulting, Educational Seminars, and Portfolio Management for Businesses and Individuals. Suzanne has a strong track record of providing excellent customer service and building long-lasting relationships with clients. Suzanne is a dedicated financial professional who is committed to helping clients achieve their financial goals.
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
11/18/2013 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
IL
02/09/2009 - 09/04/2009
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
MN
01/24/2008 - 10/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNETONKA MN)
MN
06/21/2007 - 02/05/2008
IFMG SECURITIES, INC. (MINNETONKA MN)
TX
06/02/2006 - 06/18/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
GA
10/04/2004 - 06/08/2006
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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