Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angela? Claim Your ProfileAngela Celso-mcgurk is a financial advisor with Ameriprise Financial Services, LLC. Angela has over 28 years of experience in the financial services industry. Angela has a Series 7, Series 63, and Series 65 licenses and holds registrations in 26 states. Angela has a strong background in providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses. In addition to her work with Ameriprise Financial Services, LLC, Angela is also a board member for a non-profit organization.
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.
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NY
01/31/2023 - Present
Ameriprise Financial Services, LLC (WHITE PLAINS NY)
MN
10/20/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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