Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Lynn Meier is a financial advisor associated with Ameriprise Financial Services, LLC. Theresa has been in the financial industry since March 11, 2001, Theresa Lynn Meier is licensed in the state of Illinois. Theresa has a Series 6, SIE, and Series 63 license. Theresa Lynn Meier has previously worked at Ameriprise Advisor Services, Inc., H&R Block Financial Advisors, Inc., and BirchTree Financial Services, Inc. Theresa Lynn Meier specializes in retirement planning, college savings, investment management, and insurance needs.
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
IL
10/05/2009 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
MI
01/03/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DETROIT MI)
MI
11/19/2001 - 08/04/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
MN
10/11/2000 - 11/19/2001
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BC
Issued 01/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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