Unclaimed
Ann Melissa Hundl is a financial advisor at Ameriprise Financial Services, LLC, with an active license to provide investment advice in both New Hampshire and Texas. Ann has been working in the financial industry since 2015 and has held various positions, including at IMS Securities, Inc. She is a registered representative and investment advisor representative, with experience in portfolio management and financial planning. Ann holds licenses in Series 7 and Series 65, as well as the SIE and Series 63, and has experience working with individuals, businesses, trusts, estates, and charitable organizations. Ann is also involved in various business activities outside of her work at Ameriprise.
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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2
TX
09/14/2016 - Present
Ameriprise Financial Services, LLC (El Campo TX)
TX
06/01/2015 - 09/16/2016
IMS SECURITIES, INC. (EL CAMPO TX)
IA
Issued 07/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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