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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Ryan D'augelli is a financial advisor registered with Ameriprise Financial Services, LLC. Alexander Ryan D'augelli is active in both the Broker-Dealer and Investment Advisor industries. Alexander Ryan D'augelli joined Ameriprise Financial Services, Inc. in June 2011, and joined Ameriprise Financial Services, LLC in March 2020. Alexander Ryan D'augelli holds the Series 66, Series 7 and SIE exams and has the Certified Financial Planner designation. Alexander Ryan D'augelli is registered with the following state regulatory authorities: California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Michigan, Missouri, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas and Virginia. The primary office location is in Boca Raton, Florida.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
07/02/2018 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
BOTH
Issued 03/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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