Tzarina Marie Sherfey
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
3 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
10 years in the industry.
- Ameriprise Financial Services, LLCJun 2025 to now
- Edward JonesFeb 2023 to Jun 2025
- FidelityNov 2021 to Jan 2023
- Jane's Crescendo LLCDec 2020 to Dec 2022
- Key Investment ServicesMar 2019 to Nov 2021
- UnemployedMar 2018 to Mar 2019
- W & R Insurance AgenciesNov 2016 to Jun 2017
- Orion and the Fairy LLCOct 2016 to Mar 2018
- Waddell & Reed, Inc.Jun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, MS, 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
- 6669562
- Firm CRD
- 6363