Unclaimed
Telzey Michelle Jantzen is an investment advisor representative with Ameriprise Financial Services, LLC. Telzey has been in the industry since June 13, 2003 and has experience with Ameriprise Financial Services, Inc., Farmers Financial Solutions, LLC, USAllianz Securities, Inc. and Edward Jones. Telzey is registered in Kansas.
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
KS
10/13/2023 - Present
Ameriprise Financial Services, LLC (WICHITA KS)
KS
12/19/2005 - 10/27/2006
FARMERS FINANCIAL SOLUTIONS, LLC (WICHITA KS)
MN
04/14/2003 - 07/13/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MO
09/10/2002 - 01/07/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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