Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlos? Claim Your ProfileCarlos Gregory Hevia is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $1 trillion in assets under management. Carlos has been in the financial services industry since 1996. Carlos has experience working with high-net-worth individuals, corporations, and charitable organizations. Carlos specializes in financial planning, asset allocation, and portfolio management. Carlos offers a variety of services to his clients, including financial planning, investment management, and retirement planning. Carlos also provides educational seminars to help clients understand financial concepts and make informed decisions.
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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NY
03/04/2014 - Present
Ameriprise Financial Services, LLC (VALHALLA NY)
NJ
01/20/2006 - 03/05/2014
TFS SECURITIES, INC. (LINCROFT NJ)
NJ
02/09/1998 - 12/15/2005
TREGA SECURITIES, L.L.C. (UPPER SADDLE RIVER NJ)
MN
09/11/1996 - 01/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/11/1996 - 01/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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