Unclaimed
Candice Candika Pope is a financial advisor with Ameriprise Financial Services, LLC. Candice is registered with the state of Connecticut and has been in the industry since 2016. Candice has worked in the financial services industry for over 10 years and is committed to helping her clients achieve their financial goals. Candice specializes in providing financial planning, investment management, and retirement planning services. Candice works with a wide range of clients, including individuals, families, and businesses. Candice is committed to providing her clients with personalized financial advice and guidance. Candice holds a Series 7, Series 66, and SIE license. Candice also holds a bachelor's degree in business administration.
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
CT
05/15/2023 - Present
Ameriprise Financial Services, LLC (Litchfield CT)
BOTH
Issued 12/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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