Unclaimed
Camille Rose Kelton is a registered representative with Ameriprise Financial Services, LLC. Camille has been in the industry since 2024. The advisor is licensed in NY. Camille holds the Series 7TO and SIE licenses. Ameriprise Financial Services, LLC is a registered investment adviser firm with its main office in Minneapolis, MN. The firm provides a range of services to individuals, businesses, and institutions. Camille specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management.
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
NY
01/30/2025 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
BC
Issued 07/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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