Senior Financial Advisor Investment Planning Candidates Sample Search Report

100%

V R

Private Wealth Advisor at Ameriprise Financial Services, LLC

Pasadena, California, United States 34 years 10 months

This candidate looks like an excellent match with deep experience as a Private Wealth Advisor at Ameriprise in California. Ex-Analyst/Accountant → Ameriprise Advisor (26+ years total in finance/advising roles). Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Private Wealth Advisor · 7 years 10 months

Gumbiner Savett

Senior Accountant · 5 years

Disney Consumer Products

Senior Financial Analyst · 1 year

Ameriprise Financial Services, Inc.

Financial Advisor · 19 years

+ 1 more positions

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement strategy risk

100%

G D

Financial Advisor at Gateway Financial Planning Group

Visalia, California, United States 22 years 4 months

Excellent fit - this advisor has recent and past experience directly with Ameriprise Financial Services in California and meets all other specified criteria. Ameriprise → Ameriprise → Thrivent, current FA in CA, 22 years in the field. Excellent.

LinkedIn Email Phone

Work Experience

Gateway Financial Planning Group

Financial Advisor · 7 years 11 months

Martinusen and Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.

Financial Advisor · 8 years 2 months

Thrivent Financial

Financial Consultant · 6 years 6 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

planning llc financial planning financial services

100%

L R

Financial Advisor at Woodbury Financial Services, Inc.

Los Angeles, California, United States 31 years 3 months

Excellent fit - has 14 years of direct Ameriprise experience as a FA, holds the Series 7 implicitly via registration history, and is located in range. Woodbury Financial Services → Ameriprise Financial Services, Inc. (14 years). Excellent.

LinkedIn Email Phone

Work Experience

Woodbury Financial Services, Inc

Financial Advisor

Ameriprise Financial Services, Inc.

Financial Advisor · 14 years

SunAmerica

Manager Conservation Department · 8 years 3 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

tax planning management retirement insurance securities finra protection liaison production measurements estate planning +6 more

100%

K D

Branch Manager and Managing Director at SteadyBridge Financial Group, a private wealth advisory practice of Ameriprise Financial Services, LLC CA Insurance 0C89424

Roseville, California, United States 26 years

This candidate is an excellent match, currently holding a leadership role at an Ameriprise practice and explicitly mentioning planning and investment focus while located in California. Branch Manager/Managing Director at Ameriprise in Roseville, CA for 16+ years, focused on planning and investments. → Ameriprise (16+ yrs). Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Branch Manager, Associate Vice President - CA License # 0C89424 · 18 years 3 months

Ameriprise Financial Services, LLC

Branch Manager, Managing Director-CA License # 0C89424 · 16 years 11 months

Ameriprise Financial Services, LLC

Branch Manager, Managing Director-CA License # 0C89424 · 16 years 11 months

Ameriprise Financial Services, Inc.

A.G. Edwards & Sons Inc. · 7 years 11 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

planning investments retirement granite director retirement income strategies financial planning retirement planning

100%

R D

Associate Vice President,Financial Advisor at Ameriprise Financial Services, Inc. CA Insurance #0A84043

Roseville, California, United States 18 years 3 months

Perfect match - currently an AVF at Ameriprise for 18 years, operating in California, possessing the required license and core advisory skills. Ameriprise Financial Services AVF, 18+ years directly at Ameriprise. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, Inc.

Financial Advisor · 18 years 2 months

Ameriprise Financial Services, Inc.

Financial Advisor, Associate Vice President · 18 years 2 months

Ameriprise Financial Services, Inc.

Associate Vice President,Financial Advisor · 18 years 2 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement cash flow

100%

K** L* Z***

An Ameriprise Platinum Financial Services® Practice CA Insurance #0B06450

Los Angeles, California, United States 33 years 6 months

Perfect fit - currently practicing as a Financial Advisor with Ameriprise for over 33 years, holds Series 7, and is based in California. Ameriprise Financial Services for 33+ years, USC grad, holds Series 7. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Financial Advisor · 33 years 7 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

100%

V B

Financial Advisor at Ameriprise Financial Services, LLC

Irvine, California, United States 28 years 6 months

This candidate is a perfect match, serving as a Financial Advisor at Ameriprise Financial Services with significant experience, located in California, and implicitly possessing the necessary licenses for that role. Role: VP at Morgan Stanley → Financial Advisor/VP at Ameriprise Financial Services, BS Finance. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Financial Advisor, Vice President · 16 years 2 months

Ameriprise Financial Services, LLC

Vice President, Financial Advisor · 21 years 9 months

Morgan Stanley

VP · 4 years 1 month

Olde Discount Stockbrokers

Branch Office Manager · 2 years 11 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

non profit retirement savings investments digital retirement

100%

D M

Financial Advisor, Associate Vice President at Ameriprise Financial Services, LLC

Campbell, California, United States 43 years 1 month

Currently a Financial Advisor at Ameriprise Financial Services with deep experience in financial planning and long tenure in the field. Morgan Stanley → H&R Block Financial Advisors → Ameriprise Financial Services, LLC. Excellent.

LinkedIn Email Phone

Work Experience

H&R Block Financial Advisors, Inc.

Financial Advisor · 5 years 11 months

Ameriprise Financial Services, LLC

CDFA®, CRPC® Financial Advisor, Associate Vice President · 16 years 3 months

Morgan Stanley

Associate Vice President · 16 years 10 months

Prudential

Development Manager/Registered Representative · 4 years 4 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

insurance investments digital

100%

K* K**

Financial Advisor at Ameriprise Financial Services, LLC

Visalia, California, United States 22 years

Perfect fit - currently working as a Financial Advisor at Ameriprise with long tenure, focusing on planning in California. Ameriprise Financial Services, 22 years total, Financial Advisor role, strong planning focus, licensed in CA. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Financial Advisor

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement planning buying retirement planning insurance

98%

J* R**

Retired Financial Advisor/MBA at FOUNDATION WEALTH FOUNDATION

Bakersfield, California, United States 24 years 4 months

This candidate is a very strong fit with direct Ameriprise experience and relevant financial advisory background in California. Primarily FA at Ameriprise (8+ years combined experience) → current role at independent firm, CFP certification, located near target area. Ex-Ameriprise Financial → FOUNDATION WEALTH MANAGEMENT, Wells Fargo, UBS. Excellent.

LinkedIn Email Phone

Work Experience

FOUNDATION WEALTH MANAGEMENT (Wells Fargo Advisors FINET)

Partner · 7 years 4 months

FOUNDATION WEALTH MANAGEMENT, A financial advisory practice of Ameriprise Financial Services, LLC.

Partner/MBA · 4 years 5 months

UBS Financial Services Inc.

Account Vice President CFP® RL Wealth Management Group · 12 years 10 months

Ameriprise Financial

Financial Advisor, MBA · 4 years 5 months

Qualification Criteria 5 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

insurance mba management wealth management

95%

A** C

Wealth Management Associate at Northwestern Mutual Financial Network

San Francisco, California, United States 20 years 10 months

Excellent fit on most fronts: Series 7 license, California location, Financial Advisor background, and prior Ameriprise experience. Wealth Management Associate at Northwestern Mutual (current, 19+ yrs) → Ameriprise Financial (1 yr). Excellent.

LinkedIn Email Phone

Work Experience

Northwestern Mutual Financial Network

Wealth Management Associate · 19 years 9 months

Ameriprise Financial

Financial Advisor · 1 year

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

management wealth management

95%

J W

San Francisco, California, United States 25 years 5 months

Perfectly matches Ameriprise experience, has clear investment/retirement planning experience, and is located within range in California, although the Series 7 license is not explicitly confirmed. Consultant → Franchise Owner/Financial Advisor at Ameriprise → Small Business Consultant, managed business growth and created retirement plans. Strong.

LinkedIn Email Phone

Work Experience

Independent Consultant

Small Business Consultant

Ameriprise Financial Services, LLC

Franchise Owner - Financial Advisor

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

long term care small business financial services business operations retirement planning crisis management benefits administration mutual funds leadership operations networking marketing +8 more

95%

J* H**

Financial Advisor at Strategic Planning & Investment Advisors of Ameriprise Financial Services

Healdsburg, California, United States 16 years 4 months

This candidate is an excellent match, currently working at an Ameriprise Financial Services office, holds a Series 7, and is based in California with relevant distance. Financial Advisor at Strategic Planning & Investment Advisors of Ameriprise Financial Services. Excellent.

LinkedIn Email Phone

Work Experience

Strategic Planning & Investment Advisors of Ameriprise Financial Services

Financial Advisor / Certified Financial Planner™ · 13 years 2 months

Quadriga Financial

CERTIFIED FINANCIAL PLANNER™ · 3 years 3 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

insurance series 7 certified financial planner

95%

N O

Wealth Management Planning Consultant at Fidelity Investments - Private Wealth Management

San Francisco, California, United States 28 years 5 months

Strong candidate possessing the required license and relevant Ameriprise experience, though currently at Fidelity. Fidelity → Ameriprise Financial (3 years 11 months) → Fidelity. Excellent.

LinkedIn Email Phone

Work Experience

Fidelity Investments

Relationship Manager · 2 years

American Express Financial Advisors

Financial Advisor · 11 months

Ameriprise Financial - Employee Advisor Group

Financial Planning Specialist · 5 years 8 months

Real Food Company

Manager/Buyer · 5 years

+ 4 more positions

Qualification Criteria 6 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

certified financial planner series 7 series 66 product knowledge business development financial planning cash flow debt restructuring communication skills technical writing local marketing customer satisfaction +8 more

95%

N* B**

Financial Advisor, Associate Vice President at Ameriprise Financial Services, LLC

Walnut Creek, California, United States 32 years 4 months

This advisor has extensive experience directly within Ameriprise and covers wealth management basics, fitting the core financial services role well in California. Ex-Morgan Stanley (17 yrs) → Ameriprise Financial Services (15 yrs), 32+ years total experience, Stanford MS. Strong.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Associate Vice President, Financial Advisor · 15 years 3 months

Morgan Stanley

Financial Advisor · 17 years 3 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement reserves debt management investments protection insurance debt management

95%

B L

Financial Advisor at Ameriprise Financial Services, LLC

Roseville, California, United States 14 years 4 months

This is an excellent match, currently working as a Financial Advisor at Ameriprise with clear planning focus, in California, though Series 7 is not explicitly listed, it is highly likely needed for the role and implied by the CFP/advisor status. Ameriprise FA, CFP, 14+ years exp, Roseville, CA. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Financial Advisor · 4 years 2 months

Wells Fargo Advisors

Financial Advisor · 5 years 4 months

Merrill Lynch Wealth Management, Bank of America Corporation

Senior Financial Advisor · 5 years 1 month

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement education insurance planning assessment llc administration investments government insurance planning financial services investment strategies +5 more

95%

R* K*

Financial Advisor | CERTIFIED FINANCIAL PLANNER™ professional at Ameriprise Financial Services, LLC. | Over 30 Years of Experience

Calabasas, California, United States 32 years 9 months

This is an excellent match, currently working as a Financial Advisor at Ameriprise in California, demonstrating long experience, though the Series 7 license isn't explicitly confirmed in the summary. FA at Ameriprise → SVP at Lenox → Senior FA at AXA, CFP certified. Excellent.

LinkedIn Email Phone

Work Experience

AXA Advisors

Senior Financial Advisor · 12 years

Professional Asset Protection

Senior Financial Advisor · 8 years 8 months

Ameriprise Financial Services, LLC

Financial Advisor · 6 years 6 months

Lenox Advisors

Senior Vice President · 5 years 11 months

Qualification Criteria 6 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

social media

95%

A** R*

Private Wealth Advisor, Certified Financial Planner at Ameriprise Financial Services, LLC

Tracy, California, United States 35 years 10 months

Excellent match, currently working as an FA at Ameriprise in California, indicating high relevance for the required experience, though Series 7 licensing isn't explicitly confirmed in highlights. Ameriprise FA/Private Wealth Advisor for decades. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Financial Advisor and Certified Financial Planner · 34 years 5 months

Ameriprise Financial Services, LLC

Private Wealth Advisor · 2 years 7 months

Qualification Criteria 6 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

certified financial planner

95%

J C

Private Wealth Advisor | Ameriprise Financial Services, LLC | 25 Years of Experience

Irvine, California, United States 31 years 4 months

Excellent fit - currently a Private Wealth Advisor with Ameriprise for 25+ years in California, meeting almost all criteria except location is slightly out. Ameriprise Financial Services, LLC (31+ years). Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, LLC

Private Wealth Advisor · 31 years 4 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

llc investments digital consultation retirement planning education coaching baseball p less management +8 more

95%

K S

Senior Financial Advisor

San Jose, California, United States 30 years 5 months

Excellent fit, this professional has deep experience including a significant tenure at Ameriprise, is an active Financial Advisor specialized in investments, and is licensed in California within range. Wells Fargo → Stifel → Ameriprise (14 years) → Wells Fargo Advisors, 30+ years total experience, located San Jose. Excellent.

LinkedIn Email Phone

Work Experience

Amerprise Financial

Regional Director/Financial Advisor · 14 years 1 month

Stifel Financial Corp.

Vice President/Investments · 6 years 10 months

Wells Fargo Advisors

Senior Financial Advisor

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

planning management education retirement bonds stocks annuities insurance trusts etfs government llc +8 more

95%

J B

Financial Advisor at Ameriprise Financial

Walnut Creek, California, United States 39 years 3 months

Perfect match for the core role and firm background, currently working as a Financial Advisor at Ameriprise with decades of industry tenure. Ameriprise (16yr) → UBS → Piper Jaffray → Morgan Stanley, 39 years. Excellent.

LinkedIn Email Phone

Work Experience

Morgan Stanley Smith Barney

Vice President - Investments · 19 years 1 month

UBS

Vice President - Investments · 2 years 7 months

Piper Jaffray

Vice President - Investments · 1 year 4 months

Ameriprise Financial

Financial Advisor · 16 years 6 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

investments

95%

R W

Financial Advisor at Ameriprise Financial Services, LLC

Tustin, California, United States 32 years 2 months

Perfect fit - currently working as a Financial Advisor at Ameriprise in California, listed as holding a Series 7 license and focusing on client relationships/advice. Advisor at Ameriprise Financial Services, Series 7 & all CA requirements met. Excellent.

LinkedIn Email Phone

Work Experience

Ameriprise

Financial Advisor

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

asset management wealth management retirement planning series 7 series 63 small business estate planning financial services insurance management retirement planning +6 more

95%

G L

Financial Advisor at Ameriprise Financial Services, LLC

Simi Valley, California, United States 21 years 5 months

Excellent match with current Ameriprise Financial Advisor role, extensive FA background, and location within range. Ameriprise → Edward Jones → AIG (Product Mgmt), 21 years experience. Excellent.

LinkedIn Email Phone

Work Experience

LegacyOak Advisors powered by Ameriprise Financial LLC

Managing Partner, Financial Advisor

AIG

Product Manager, Investment Product Management · 2 years 1 month

AIG

Director, Investment Product Management · 4 years 6 months

Edward Jones

Financial Advisor · 5 years

+ 1 more positions

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement income strategies social media retirement savings product management project management relationship management advertising sales retirement management projects director accountability +8 more

90%

K* A**

Director of Investments | Wealth Management Advisor | Cash Flow & Retirement Planning | Risk Management | Estate Planning

Santa Monica, California, United States 21 years 3 months

This individual has direct Financial Advisor experience, including time at Ameriprise, and uses 'Wealth Management Advisor' in their title while being located nearby. Sagient → Mass Mutual (17.7yr FA) → Ameriprise FA (3.9yr), Series 7 not confirmed in current role but likely holds one based on history. Strong.

LinkedIn Email Phone

Work Experience

Ameriprise Financial Services, Inc.

Financial Advisor · 3 years 9 months

Sagient

Director of Investments | Wealth Management Advisor · 2 years 1 month

Mass Mutual Financial - Fraser Financial Group

Financial Advisor / Investment Principal · 17 years 7 months

Qualification Criteria 6 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

financial planning wealth management latin word securities planning director investments management insurance

90%

M** W

Your Fearless Financial Partner

Irvine, California, United States 33 years 2 months

Excellent experience with Ameriprise, including Franchise Owner and PWA roles, but location is slightly out of range, and Series 7 license is not explicitly listed. Ameriprise PWA/Franchise Owner (approx 15 years) → AmEx FA (4.8 years). Strong.

LinkedIn Email Phone

Work Experience

American Express Financial Advisors

Financial Advisor · 4 years 8 months

Ameriprise Financial Services, Inc.

Certified Financial Planner™ Practitioner · 6 years

SCORE

Volunteer · 19 years 3 months

Ameriprise Financial Services, Inc.

Franchise Owner and Financial Advisor · 5 years 11 months

+ 1 more positions

Qualification Criteria 5 met, 2 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

insurance social media certified financial planner

90%

L A

Financial Advisor at LPL Financial

Westlake Village, California, United States 36 years 5 months

Excellent fit, possessing direct Ameriprise experience, necessary licensing, and location/role match, though previous roles were more finance-focused. 36 years total, 8+ years at Ameriprise, Series 7 licensed, located in CA. Excellent.

LinkedIn Email Phone

Work Experience

Anthem, Inc.

Vice President · 5 years 3 months

LPL Financial

Financial Advisor · 2 years 7 months

BP

Finance Manager · 3 years 6 months

UBS Financial Services, Inc.

Account Vice President · 7 years 5 months

+ 3 more positions

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

planning management finance director financial planning portfolio management

90%

C B

Financial Advisor, Vice President – Investments

Irvine, California, United States 9 years 6 months

This candidate is a great fit, having direct prior Ameriprise experience and holding the required license and location, though currently outside the strict proximity radius. Ex-Merit Wealth Management at Ameriprise (5y 10m) → BMO Financial Advisor (1y). FINRA Series 7 & 66 licensed, CDFA certified. Excellent.

LinkedIn Email Phone

Work Experience

BMO

Financial Advisor, Vice President – Investments · 1 year

Ameriprise Financial Services, LLC.

Financial Advisor with Merit Wealth Management · 5 years 10 months

Ameriprise Financial Services, Inc.

Paraplanner · 2 years 9 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

wealth management investments management

90%

C L

Financial Wealth Advisor at First Street Wealth Advisors (FSWA) - AIC

San Jose, California, United States 14 years 7 months

Strongly matches F.A. title, has Series 7, mentions financial/wealth planning, and is located in CA. Missing Ameriprise mention but otherwise very strong. FSWA (9yr) → Morgan Stanley → Plan Design Consultants, Series 7/66 held. Strong.

LinkedIn Email Phone

Work Experience

Plan Design Consultants, Inc.

Internal Sales Consultant · 2 years 1 month

Morgan Stanley

Wealth Advisory Associate · 1 year

First Street Wealth Advisors

Financial Wealth Advisor · 9 years 4 months

Morgan Stanley

Client Associate · 2 years 5 months

Qualification Criteria 6 met, 1 not

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

qualified retirement plans team work financial services series 7 series 66 life insurance estate planning securities investors finra p less +7 more

90%

C G

Limited Partner, LP

San Francisco, California, United States 37 years 11 months

Excellent fit: This candidate is currently a Financial Advisor with Ameriprise experience, located in California, focused on planning, and seems to meet the other criteria implicitly required for the role. Career: Waddell & Reed → Rise Private Wealth Management (Ameriprise Financial Services). Excellent.

LinkedIn Email Phone

Work Experience

Waddell & Reed

Financial Advisor · 15 years 10 months

Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services

Financial Advisor

Mast Industries

Senior Director · 13 years 4 months

Qualification Criteria 7 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

retirement planning director

90%

A** C*

Senior Paraplanner | High Net worth and Ultra-High Net Worth client relationships and Wealth Management

Los Angeles, California, United States 9 years 7 months

Almost a perfect match, missing only the specific Financial Advisor title but has Series 7, Ameriprise experience, California location, and relationship focus. Ex-Rely Wealth → Ameriprise Financial Services, Inc., Series 7/66 licensed. Excellent.

LinkedIn Email Phone

Work Experience

Rely Wealth

Paraplanner · 1 year

Ameriprise Financial Services, Inc.

Senior Paraplanner · 8 years 8 months

Qualification Criteria 6 met

Location

California

Series 7 license

Financial Advisor

Investment planning

Ameriprise experience

Client relationship management

Skills & Expertise

wealth management series 7 series 66 management finra tax

Candidate Profiles

V**** R****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

G**** D****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

L**** R****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

K**** D****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

R**** D****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

K** L* Z***

Work Experience

Qualification Criteria 7 met

V**** B****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

D**** M****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

K*** K****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

J*** R****

Work Experience

Qualification Criteria 5 met, 1 not

Skills & Expertise

A**** C**

Work Experience

Qualification Criteria 7 met

Skills & Expertise

J**** W****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

J*** H****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

N**** O****

Work Experience

Qualification Criteria 6 met

Skills & Expertise

N*** B****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

B**** L****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

R*** K***

Work Experience

Qualification Criteria 6 met

Skills & Expertise

A**** R***

Work Experience

Qualification Criteria 6 met

Skills & Expertise

J**** C****

Work Experience

Qualification Criteria 6 met, 1 not

Skills & Expertise

K**** S****

Work Experience

Qualification Criteria 7 met

Skills & Expertise

V R

G D

L R

K D

R D

V B

D M

K* K**

J* R**

A** C

J W

J* H**

N O

N* B**

B L

R* K*

A** R*

J C

K S

J B

R W

G L

K* A**

M** W

L A

C B

C L

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A** C*