Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briel? Claim Your ProfileBriel Crespi is a financial advisor with Ameriprise Financial Services, LLC, located in Taunton, MA. Briel has been in the industry since 2018 and has a wide range of experience working with clients of various types, including high-net-worth individuals, corporations, and charitable organizations. Briel is registered in 18 states and has the Series 63, SIE, and Series 7 licenses. Prior to joining Ameriprise, Briel worked at Stifel, Nicolaus & Company, Incorporated and J.P. Morgan Securities LLC. Ameriprise Financial Services, LLC, has a long history of providing financial advice to individuals and families. Their services include financial planning, asset allocation, and portfolio management. The firm has over 11,000 employees and manages more than $479 billion in assets.
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
MA
03/07/2022 - Present
Ameriprise Financial Services, LLC (Taunton MA)
MA
03/09/2020 - 02/18/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (TAUNTON MA)
CA
03/22/2018 - 04/23/2018
ARES INVESTOR SERVICES LLC (LOS ANGELES CA)
CA
11/02/2015 - 12/11/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Briel Crespi is the right advisor for you? Invested Better is here to help.
