Whitney Streck (CRD# 5640036) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Santa Rosa Beach, FL and has over 14 years of experience in the finance industry.
CRD# 6378144
Edward Jones
CRD# 5317764
Edward Jones
CRD# 2232110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Santa Rosa Beach, FL | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Destin, FL | Oct 2018 - Mar 2020 | 1 |
| Lpl Financial, LLC | Houston, TX | May 2016 - Oct 2018 | 2 |
| Amegy Bank | Houston, TX | May 2016 - Oct 2018 | 2 |
| Bbva Securities Inc. | Kingwood, TX | May 2013 - May 2016 | 3 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Nov 2011 - May 2016 | 4 |
| Compass Bank | Birmingham, AL | Sep 2011 - May 2016 | 4 |
| Bbva Wealth Solutions Inc. | Kingwood, TX | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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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
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- Portfolio management for businesses (other than small businesses) or institutional clients
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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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