Unclaimed
Ted Alan Duvall is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since September 12, 2001. Ted is registered with the Securities and Exchange Commission (SEC) as a broker-dealer and investment advisor, and is registered in 20 states. Ted's primary office location is in Albuquerque, NM. Ted has specializations in asset allocation, financial planning, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and pension consulting.
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
NM
09/04/2019 - Present
Ameriprise Financial Services, LLC (ALBUQUERQUE NM)
MN
09/13/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/08/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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