Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wouter? Claim Your ProfileWouter Stokman is a financial advisor at Ameriprise Financial Services, LLC, located in Midlothian, TX. Wouter has been in the financial services industry since 2006 and holds Series 6, 7, 63, and 66 licenses. Prior to joining Ameriprise Financial Services, LLC, Wouter was employed by Edward Jones, Capital One Investing, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp. and Wells Fargo Advisors, LLC. Wouter offers financial planning services, including asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
TX
07/08/2024 - Present
Ameriprise Financial Services, LLC (Midlothian TX)
TX
07/21/2017 - 07/09/2024
EDWARD JONES (MANSFIELD TX)
TX
08/10/2015 - 07/18/2017
CAPITAL ONE INVESTING, LLC (IRVING TX)
TX
10/01/2012 - 07/14/2015
J.P. MORGAN SECURITIES LLC (FT. WORTH TX)
TX
02/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
TX
05/02/2008 - 02/10/2010
WELLS FARGO ADVISORS, LLC (GRAND PRAIRIE TX)
TX
07/03/2006 - 04/03/2008
CHASE INVESTMENT SERVICES CORP. (ARLINGTON TX)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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