Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Meyer is a financial advisor with Ameriprise Financial Services, LLC. He has been in the industry since February 1998 and has a Series 7, Series 63, and SIE license. He is registered in 28 states as both a broker-dealer and an investment advisor. Thomas has a background in financial planning and is a Certified Financial Planner. He has worked for Ameriprise Financial Services, Inc., since 2005 and for Ameriprise Financial Services, LLC, since 2020. His firm manages over $479 billion in assets under management and has a client base of over 140,000 individuals. Thomas provides financial planning, pension consulting, asset allocation services, and educational seminars. He is also involved with several other businesses in the area, including real estate and property holdings.
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
LA
02/08/2007 - Present
Ameriprise Financial Services, LLC (Thibodaux LA)
MN
02/26/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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