Unclaimed
Camille Marie Gagliardi is a financial advisor at Ameriprise Financial Services, LLC. Camille has been in the financial services industry since November 21, 1996. Camille is licensed to provide financial advice in Connecticut and Texas. Camille holds the Series 7, Series 10, Series 24, Series 63 and Series 65 licenses. Camille has a strong track record of providing financial advice to individuals, families, and businesses. Camille is committed to providing personalized financial advice and helping clients achieve their financial goals. Camille is a Registered Representative and Investment Advisor Representative with Ameriprise Financial Services, LLC.
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
CT
02/08/2010 - Present
Ameriprise Financial Services, LLC (West Hartford CT)
MN
11/22/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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