Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Traci? Claim Your ProfileTraci Ray Thordarson is a financial advisor with Ameriprise Financial Services, LLC. Traci has been in the financial services industry since 1996. Traci is licensed to provide investment advice in Washington. Prior to joining Ameriprise, Traci has worked at IDS LIFE INSURANCE COMPANY and EVEREN SECURITIES, INC. Traci holds the Series 7, Series 63, and Series 65 licenses. Traci provides financial planning, asset allocation services, portfolio management for businesses and individuals, pension consulting, and educational seminars. Traci also owns commercial real estate.
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
WA
10/12/2017 - Present
Ameriprise Financial Services, LLC (RENTON WA)
MN
02/12/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
02/09/1998 - 11/03/1998
EVEREN SECURITIES, INC. (ST. LOUIS MO)
MN
05/09/1997 - 02/17/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/1997 - 02/17/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
10/27/1995 - 05/12/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/11/1994 - 04/10/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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