Ameriprise Financial Services, Inc
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About this Advisor
Amy Smith is an advisor whose office is in Novi, Michigan. Smith holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Smith is able to act as a financial advisor based out of Michigan and Texas. Smith has spent their entire career at Ameriprise Financial Services, Inc. Ameriprise Financial Services, Inc is headquartered in Novi, Michigan, and operates out of 161 offices throughout the United States. In aggregate, Ameriprise Financial Services, Inc oversees $244 billion in assets across 1,268,997 accounts and employs more than 13,020 people. The level of assets currently under the firm's management places it among the largest firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Ameriprise Financial Services, Inc offers 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 may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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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
Amy Smith has disclosures.
Please visit their SEC profile for more details.
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