Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Teri? Claim Your ProfileTeri Lynn Prause is a financial advisor registered with Ameriprise Financial Services, LLC. Teri has been in the industry since October 25, 2000. She is currently registered with the state of Michigan. Teri previously worked with Ameriprise Advisor Services, Inc. Teri holds several licenses including Series 4, 7, 24, 53, 63 and 66. Teri specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, pension consulting, and educational seminars. Teri has been a registered investment advisor representative since July 26, 2012, with Ameriprise Financial Services, LLC.
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
MI
07/26/2012 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
10/26/2000 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
BOTH
Issued 07/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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