Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmen? Claim Your ProfileCarmen Tonellato is a financial advisor with Ameriprise Financial Services, LLC, a firm with over $479 billion in regulatory assets under management. Carmen has been in the financial industry since 2016 and has extensive experience working with a variety of clients, including individuals, families, and businesses. Carmen has a proven track record of success in providing comprehensive financial planning and investment advice to help clients achieve their financial goals. Carmen is also a member of the board of directors for Tonellato, a non-investment related organization. Carmen has been a registered representative in the state of New York since June 2022 and holds the Series 66, 63, 7, and SIE licenses.
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
NY
06/21/2022 - Present
Ameriprise Financial Services, LLC (WILLIAMSVILLE NY)
NY
11/12/2020 - 06/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
NY
07/18/2016 - 11/15/2016
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 12/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Carmen Tonellato is the right advisor for you? Invested Better is here to help.
