Maurice Valdivieso
Maurice Valdivieso is a registered investment advisor at Ameriprise Financial Services, LLC, based in Portland, OR, with 42 years of industry experience. Maurice operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1000 SW Broadway Ste 2200, Portland, OR, 97205-3074
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2002Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
Wells Fargo Clearing Services, LLCBroker
UBS Financial Services INC.Broker
Piper Jaffray & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations16 states
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