Unclaimed
Valerie McLeod-tyler is a financial advisor with Ameriprise Financial Services, LLC. Valerie has been in the industry since September 2000. Valerie holds the Series 63, 66, 7 and SIE securities licenses and is registered to provide investment advice in Alabama, Delaware, Florida, Georgia, Illinois, Maryland, Michigan, Nevada, and the Virgin Islands. Valerie has previously worked at COMERICA SECURITIES in Southfield, MI and Ameriprise Financial Services, Inc. in Southfield, MI. Ameriprise Financial Services, LLC is a large financial services firm with over $1 billion to $10 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, 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.
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2
MI
09/21/2010 - Present
Ameriprise Financial Services, LLC (Pleasant Ridge MI)
MI
09/07/2000 - 02/17/2006
COMERICA SECURITIES (SOUTHFIELD MI)
BOTH
Issued 08/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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