Unclaimed
Trisha Kay Pettinger is a financial advisor who is registered with Ameriprise Financial Services, LLC. Trisha is a registered representative in Colorado. Trisha has been in the financial services industry for over 15 years. Trisha's current location is 640 Plaza Dr Ste 330, Highlands Ranch, CO 80129. Trisha specializes in providing financial advice to a wide range of clients, including individuals, corporations, and trusts. Trisha is experienced in a wide range of financial products and services, including asset allocation, financial planning, and portfolio management.
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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CO
12/18/2007 - Present
Ameriprise Financial Services, LLC (Highlands Ranch CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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