Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yu-mei? Claim Your ProfileYu-mei L. Williamson has been in the financial services industry since 2000. Yu-mei is a registered representative with Ameriprise Financial Services, LLC, and holds Series 7 and Series 66 licenses. Yu-mei also has licenses in 13 states. Yu-mei was previously employed at IDS Life Insurance Company in Minneapolis, MN. Yu-mei is also a Registered Investment Advisor Representative and has a Series 66 license with Ameriprise Financial Services, LLC. Yu-mei's specializations include: 1) Asset allocation services 2) Financial planning services 3) Portfolio Management for individuals 4) Portfolio Management for businesses 5) Portfolio Management for pension and profit sharing plans 6) Portfolio Management for corporations and other businesses. Yu-mei offers services to a variety of client types, including high-net-worth individuals, trusts/estates, insurance companies, pension and profit-sharing plans, and corporations.
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
FL
03/26/2009 - Present
Ameriprise Financial Services, LLC (PENSACOLA FL)
MN
10/10/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/04/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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