Unclaimed
Arnel Collantes Gonzales is a financial advisor with over 30 years of experience in the industry. Arnel has been with Ameriprise Financial Services, LLC since 2009. Previously, Arnel worked at MORGAN STANLEY SMITH BARNEY and CITIGROUP GLOBAL MARKETS INC. Arnel specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals. Arnel is registered to provide investment advice in Connecticut, New York, and Texas.
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
NY
06/19/2009 - Present
Ameriprise Financial Services, LLC (PURCHASE NY)
CT
06/01/2009 - 06/26/2009
MORGAN STANLEY SMITH BARNEY (STAMFORD CT)
CT
06/01/1992 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STAMFORD CT)
NY
08/31/1988 - 06/05/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/01/1987 - 07/30/1988
ERNST & COMPANY
NA
11/18/1986 - 06/23/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 02/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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