Marie
Accunzo

Ameriprise Financial Services, Inc

CRD#2345668
Investment Advisor
in Carlsbad, CA
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About this Advisor

Marie Accunzo is an advisor located in Carlsbad, California. Currently an investment advisor at Ameriprise Financial Services, Inc, Accunzo has 13 years of work experience as a financial advisor. Accunzo maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Accunzo is registered to operate based out of California. Accunzo has worked their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is based out of Carlsbad, California, and has 161 brick-and-mortar locations throughout the United States. As a registered investment advisory firm, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and retains more than 13,020 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. The firm manages 603,208 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Ameriprise Financial Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5927 Balfour Ct Ste 207
Carlsbad, CA 92008

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$248,321,915,989

CA Average: $5,289,111,388
Total Number of Employees

13,718

CA Average: 157
Total Number of Accounts

1,393,263

CA Average: 8,262
Average Account Size

$178,230

CA Average: $640,173

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Marie Accunzo Work History

Marie has 13 years of experience.

2005 - Present (14 years)

Ameriprise Financial Services, Inc

Disclosures

Marie Accunzo has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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