Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tracy? Claim Your ProfileTracy Ann Starman is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC. Tracy has been in the industry since 2012 and has been registered with Ameriprise Financial Services, LLC since January 2013. Tracy has been actively registered in both Broker-Dealer (BC) and Investment Advisor (IA) capacities. Ameriprise Financial Services, LLC is an Investment Advisor with offices in Minneapolis, MN. They are a large firm with over $1 billion to $10 billion in assets under management. They manage the accounts of high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit sharing plans, charitable organizations, and insurance companies. Their services include portfolio management for individuals and businesses, financial planning, pension consulting, 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
NV
01/09/2013 - Present
Ameriprise Financial Services, LLC (LAS VEGAS NV)
BOTH
Issued 11/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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