Unclaimed
Thomas Linn is a financial advisor at Ameriprise Financial Services, LLC. Thomas has been in the industry since 1996 and has a wide range of experience in financial planning, investment management, and retirement planning. Thomas is registered to provide investment advice in several states, including Louisiana, Texas, and many others. Thomas is also a Series 7, 10, 24, 31, 52, and 63 licensed professional. Ameriprise Financial Services, LLC is a large financial firm that offers a variety of financial products and services to individuals, businesses, and institutions. The firm has been in business for over a century and is known for its strong commitment to client service. Thomas is committed to helping clients achieve their financial goals.
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
LA
03/03/2010 - Present
Ameriprise Financial Services, LLC (NEW ORLEANS LA)
LA
05/15/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW ORLEANS LA)
IA
Issued 09/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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