Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Angelique? Claim Your ProfileAngelique Caroline Ames is a financial advisor with over 20 years of experience in the industry. She has been with Morgan Stanley since 2009, and has also previously held roles at Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., and H&R Block Financial Advisors, Inc. Angelique is registered to provide investment advice in multiple states and specializes in a wide range of financial services including portfolio management, financial planning, pension consulting, and asset allocation advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/26/2020 - Present
Morgan Stanley (Birmingham MI)
MI
07/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
05/05/2004 - 08/09/2007
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
MI
10/28/2003 - 05/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 12/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Angelique Ames is the right advisor for you? Invested Better is here to help.
