Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tami? Claim Your ProfileTami Jayne Nelson is a financial advisor registered with Ameriprise Financial Services, LLC. Tami Jayne Nelson has been active in the financial services industry since 2007 and has worked with a number of firms including Riversource Distributors, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, Primevest Financial Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Tami Jayne Nelson is licensed in 51 states and holds a number of securities licenses, including Series 6, 7, 24, 63, 65, 66, and SIE. Tami Jayne Nelson specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for both businesses and individuals.
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.
1
2
MN
06/24/2019 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
02/13/2017 - 01/18/2018
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
12/10/2002 - 10/01/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/10/2002 - 10/01/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
07/20/1999 - 11/29/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NY
12/24/1996 - 02/13/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
06/15/1992 - 11/04/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 06/14/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tami Nelson is the right advisor for you? Invested Better is here to help.
