Elizabeth Kabbani
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, LLCMar 2026 to now
- Bank of America, N.A.Dec 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Mar 2026
- The Boston Beer CompanyJan 2020 to Sep 2024
- UnemployedDec 2019 to Jan 2020
- Peets CoffeeApr 2019 to Dec 2019
- UnemployedFeb 2019 to Apr 2019
- Xenophon StrategiesOct 2017 to Feb 2019
- ZcommAug 2017 to Sep 2017
- Indiana UniversityAug 2013 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, VA).
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
- 7988999
- Firm CRD
- 6363