Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tresa? Claim Your ProfileTresa Diane Leftenant is a financial advisor at Ameriprise Financial Services, LLC. Tresa has been in the financial services industry for over 38 years. She is registered with the state of Washington. Tresa's firm, Ameriprise Financial Services, LLC, is an independent broker-dealer that provides financial advice to individuals, families, and businesses. The firm has over $479 billion in assets under management. Tresa is committed to helping clients reach 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
WA
01/06/2021 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
01/15/2010 - 01/20/2021
LPL FINANCIAL LLC (NEWCASTLE WA)
WA
09/19/2005 - 01/15/2010
PACIFIC WEST SECURITIES, INC. (KENMORE WA)
AZ
04/07/2003 - 09/28/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/02/2001 - 04/11/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
07/01/1999 - 01/09/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
12/18/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
UT
08/18/1994 - 07/01/1999
FIRST SECURITY INVESTOR SERVICES, INC. (SALT LAKE CITY UT)
MN
05/01/1991 - 08/15/1994
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NA
08/01/1990 - 05/02/1991
UBC INVESTMENT CORPORATION
MN
03/06/1990 - 08/09/1990
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
04/20/1989 - 10/21/1989
INTEGRATED RESOURCES INVESTMENT CENTERS, INC. (NEW YORK NY)
NA
09/01/1988 - 11/29/1988
PRUCO SECURITIES CORPORATION
NA
09/01/1988 - 11/29/1988
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
NA
10/23/1981 - 06/02/1988
BOETTCHER & COMPANY, INC.
IA
Issued 01/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Tresa Leftenant is the right advisor for you? Invested Better is here to help.
