Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Fussell is a financial advisor currently registered with Ameriprise Financial Services, LLC. William has been working in the financial services industry since July 22, 2003, with prior experience at firms such as Chase Investment Services Corp., Park Avenue Securities LLC, TD Ameritrade, Inc., and Ameriprise Financial Services, Inc. William has a strong background in financial planning and portfolio management and holds the Series 66, Series 7, and SIE licenses. William offers a range of services, including financial planning, portfolio management, and asset allocation services. William focuses on providing financial guidance to high-net-worth individuals, corporations, and other businesses. In addition to working with Ameriprise, William also provides services through Portland Collaborative Divorce, a networking group.
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
OR
08/09/2023 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
01/14/2010 - 10/13/2011
CHASE INVESTMENT SERVICES CORP. (PORTLAND OR)
OR
09/25/2009 - 01/22/2010
PARK AVENUE SECURITIES LLC (PORTLAND OR)
OR
02/26/2009 - 07/27/2009
TD AMERITRADE, INC. (PORTLAND OR)
OR
01/23/2003 - 02/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (CLACKAMAS OR)
MN
01/23/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure William Fussell is the right advisor for you? Invested Better is here to help.
