Ali Navid
Investment adviser representative at Ameriprise Financial Services, LLC
13 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Ameriprise Financial Services, LLCJun 2026 to now
- Wells Fargo Bank, NAOct 2024 to Jun 2026
- Wells Fargo Clearing Services, LLCOct 2024 to Jun 2026
- Thriving MindsetsOct 2022 to Jul 2024
- Unionbanc Investment ServicesMar 2022 to Oct 2022
- Mufg Union BankFeb 2022 to Oct 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2022
- Wells Fargo Advisors, LlaOct 2014 to Nov 2016
- Wells Fargo Bank, NAJul 2013 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6404469
- Firm CRD
- 6363