Lynn van Moppes
Financial Advisor - Associate Vice President Ameriprise Financial Services, LLC
- Role
- Financial Advisor - Associate Vice President Ameriprise Financial at Ameriprise Financial Services, LLC
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Financial Advisor - Associate Vice President Ameriprise Financial
Ameriprise Financial Services, LLC
Apr 2021 — Present · Seattle, WA, US
929 108th Ave NE Ste 1200Bellevue, WA 98•••••87T:(20••••••07
Education
Seattle University
Liberal Arts and Sciences, General Studies and Humanities
1991 — 1995
Skills
- Securities
- Retirement
- Investments
- Microsoft Office
- Stock Due Diligence
- Estate Investment Strategies
- Wealth-Preservation Strategies
- 401(K) Rollovers
- Tax-Efficient Strategies
- Retirement-Plan Consulting
- Financial Services
- Retirement Savings
- Customer Service
- Asset Allocation
- Fixed Income Strategies
- Account Management
- Deferred Compensation Plans
- Financial Advisory
- Business-Succession Strategies
- Multigenerational Wealth Transfer Strategies
- Relationship Management
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