Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Dotzenrod is a financial advisor with Ameriprise Financial Services, LLC, based in Edina, Minnesota. Thomas has been in the financial industry since 1987 and has experience with Genworth Financial Securities Corporation, Waddell & Reed, Inc., Mutual Service Corporation, Titan/Value Equities Group, Inc., and Investcorp, Inc.. Thomas has a Series 6, 7, and 63 license, as well as the SIE exam. Thomas is a Certified Financial Planner. Thomas also provides tax preparation services. Ameriprise Financial Services, LLC is a large financial firm with a focus on providing financial planning, asset allocation, and portfolio management services to individuals, businesses, trusts, estates, and charitable organizations.
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.
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2
MN
12/05/2013 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
01/06/2004 - 10/29/2010
GENWORTH FINANCIAL SECURITIES CORPORATION (EDINA MN)
KS
07/03/2001 - 12/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
03/31/1999 - 06/27/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
CA
07/08/1991 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
FL
12/26/1986 - 08/01/1990
INVESTACORP, INC. (MIAMI FL)
NA
06/21/1983 - 11/14/1983
FIRST INVESTORS CORPORATION
BC
Issued 01/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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