Unclaimed
Tricia Lyn Dekiere is an investment advisor representative associated with Ameriprise Financial Services, LLC. Tricia has been in the industry for over 8 years. Tricia holds the following securities licenses: Series 6, 7TO, 63 and 65, and has passed the SIE exam. Tricia also has experience working with Comerica Bank.
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
MI
08/12/2024 - Present
Ameriprise Financial Services, LLC (Bloomfield Hills MI)
MI
10/05/2015 - 07/22/2024
CITIZENS SECURITIES, INC. (ST. CLAIR SHORES MI)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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