Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Marie Streck is a financial advisor with Ameriprise Financial Services, LLC. Whitney has been in the financial industry since 2009 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Whitney offers a range of financial services, including financial planning, asset allocation, and portfolio management. She is registered with FINRA and the state of Florida. Whitney holds the Series 7, Series 9, Series 10, and Series 66 securities licenses.
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
FL
10/22/2018 - Present
Ameriprise Financial Services, LLC (Santa Rosa Beach FL)
TX
05/31/2016 - 11/05/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
05/16/2013 - 05/31/2016
BBVA SECURITIES INC. (KINGWOOD TX)
TX
09/26/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (KINGWOOD TX)
FL
07/20/2009 - 08/09/2011
RAYMOND JAMES & ASSOCIATES, INC. (DESTIN FL)
BOTH
Issued 08/11/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/19/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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