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

  1. 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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Lynn van Moppes — Financial Advisor - Associate Vice President Ameriprise Financial at Ameriprise Financial Services, LLC in Seattle, WA, US | Unifers