Our financial advice team

Roles & Responsibilities

• All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
• Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.

Qualifications

• FINRA Series 7, 63, 65, SIE

Roles & Responsibilities

• Coordination and inputting of client planning data, creating protection strategies and generating illustrations, and managing the website and social media announcements
• Assisting clients with their service needs

Roles & Responsibilities

• Assisting clients with technology resources including Ameriprise.com, Ameriprise App, and Total View.
• Client event and seminar coordination and execution.
• Marketing and Social Media coordination.

Qualifications

Roles & Responsibilities

• All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.