Emily TrematerraCRD Number: 3125570
Current Firm: Ameriprise Financial Services, Inc.
Emily Trematerra (CRD# 3125570) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Westlake Village, CA and has over 16 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Ameriprise Financial Services Inc.||Westlake Village, CA||Aug 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2001|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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