Unclaimed
Thomas Richard Zazycki is an investment advisor representative at Ameriprise Financial Services, LLC. He has been active in the financial industry since 1996, and has been registered with Ameriprise Financial Services, LLC since 2001. Thomas has a wide range of experience in the financial services industry. He has a Series 7 and Series 66 license, as well as the SIE exam. He has a current registration with the state of Ohio for both broker-dealer and investment advisor activities. Thomas Zazycki also has previous experience working with IDS LIFE INSURANCE COMPANY. He has also been registered in Florida and Minnesota in the past. Thomas specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. He also provides asset allocation services and educational seminars.
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
OH
06/05/2001 - Present
Ameriprise Financial Services, LLC (WEST CHESTER OH)
MN
09/17/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/29/2000 - 03/01/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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