Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Chua De Imus is a financial advisor with Ameriprise Financial Services, LLC. Carlos is a registered representative with both FINRA and the state of Washington and is registered to provide investment advice in 20 states. Carlos has been in the financial services industry since 2013. He has a Series 7 and Series 66 license and has passed the SIE Exam. Before joining Ameriprise, Carlos worked for Edward Jones. Carlos specializes in providing financial advice to individuals, families, and businesses. He also has experience working with trusts, estates, and charitable organizations. Carlos's clients benefit from his experience and knowledge of the financial markets. He works with his clients to help them achieve their financial goals.
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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WA
09/02/2016 - Present
Ameriprise Financial Services, LLC (Spokane WA)
WA
04/05/2013 - 09/06/2016
EDWARD JONES (SNOQUALMIE WA)
BOTH
Issued 04/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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