Elizabeth Zaccardi (CRD# 7010126) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Grand Forks, ND and has 1 year of experience in the finance industry.
CRD# 1968929
Edward Jones
CRD# 2087140
Ameriprise Financial Services, LLC
CRD# 6433662
Osaic Institutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Grand Forks, ND | Aug 2018 - Current | 5 |
| University Of North Dakota | Grand Forks, ND | Aug 2011 - Dec 2018 | 7 |
| Valley Memorial Homes | Grand Forks, ND | May 2014 - Aug 2018 | 4 |
| Folson Farms | East Grand Forks, MN | May 2016 - May 2016 | < 1 |
| University Of North Dakota; Department Of Atmospheric Sciences | Grand Forks, ND | Jun 2015 - Dec 2015 | < 1 |
| University Of North Dakota; Department Of Atmospheric Sciences | Grand Forks, ND | Sep 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2022 |
- ND
-
Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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