Unclaimed
Cara Consolino is a financial advisor with Ameriprise Financial Services, LLC. Cara has been working in the financial industry since 1989. Cara is licensed to provide financial advice in Michigan and Minnesota. Cara specializes in providing financial planning, asset allocation services, portfolio management for individuals and businesses, and educational seminars.
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
MI
12/17/2013 - Present
Ameriprise Financial Services, LLC (TROY MI)
MI
09/22/2009 - 05/10/2010
CHASE INVESTMENT SERVICES CORP. (GROSSE POINTE MI)
MI
07/14/2008 - 04/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DETROIT MI)
MI
09/20/1989 - 12/31/2006
FORD FINANCIAL SERVICES, INC. (DEARBORN MI)
IA
Issued 09/28/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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