Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Amilcar Farelo is an active investment advisor with Ameriprise Financial Services, LLC based in Jupiter, FL. Carlos has been in the financial industry for over 18 years, and his career has included time with Royal Alliance Associates, Inc., ING Financial Partners, Inc., National Securities Corporation, and Gunnallen Financial, Inc. Carlos has a broad range of licenses and certifications, including Series 63, 65, 7, 24, and the SIE exam, and holds a Certified Financial Planner designation. Carlos is also a licensed insurance agent, with a diverse range of insurance products available through his affiliation with several insurance companies. He is a member of the board of directors for Farelo, where he serves as the treasurer.
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
FL
06/17/2020 - Present
Ameriprise Financial Services, LLC (Jupiter FL)
NJ
07/19/2012 - 06/19/2020
ROYAL ALLIANCE ASSOCIATES, INC. (WEST ORANGE NJ)
NJ
06/30/2008 - 11/07/2011
ING FINANCIAL PARTNERS, INC. (JERSEY CITY NJ)
NY
07/17/2007 - 07/25/2008
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
07/15/2004 - 08/14/2007
GUNNALLEN FINANCIAL, INC (NEW YORK NY)
IA
Issued 01/13/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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