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Advisors based in Beaumont, Texas, transitioned from UBS to Ameriprise Financial, where Ed Persia and Omar are managing partners.

1 report, 1 independent Updated Jul 22
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Advisors based in Beaumont, Texas, transitioned from UBS to Ameriprise Financial, where Ed Persia and Omar are managing partners.

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  • Business WireAdvisor Team with Nearly $500 Million Joins Ameriprise Financial For Client-Focused Culture The father-son, father-daughter team joins Q5 Wealth Management, an established Ameriprise practice MINNEAP