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Leslie Noriega Valdelamar

Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered 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.

  1. Ameriprise Financial Services, LLCJan 2026 to now
  2. Florida Financial Advisors dba Texas Financial AdvisorsOct 2024 to Jan 2026
  3. Trinity Wealth Securties, LLCOct 2024 to Jan 2026
  4. UnemployedAug 2024 to Oct 2024
  5. Huntington Learning CenterAug 2023 to Aug 2024
  6. Scoot EducationAug 2023 to Aug 2024
  7. Pet ChatterMay 2023 to Jun 2024
  8. Kokua EducationApr 2023 to May 2023
  9. UnemployedOct 2022 to Apr 2023
  10. Fidelity InvestmentsSep 2021 to Oct 2022
  11. Olive GardenMar 2021 to Sep 2021
  12. FavorMar 2021 to Mar 2021
  13. Equitable AdvisorsSep 2020 to Mar 2021
  14. UnemployedMay 2020 to Sep 2020
  15. Chick-fil-aSep 2019 to Mar 2020
  16. Fidelity InvestmentsMay 2019 to Aug 2019
  17. WalmartAug 2017 to Sep 2018
  18. Chick-fil-aOct 2016 to Dec 2016
  19. University of Texas At AustinAug 2016 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
7291260
Firm CRD
6363
Advisor's SEC record (opens in a new tab)
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