Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carol? Claim Your ProfileCarol Gilbert-Tondreau is an investment advisor representative at Ameriprise Financial Services, LLC. Carol has been in the industry since 1996 and has licenses in multiple states, including Maine, Texas, and others. Carol is a board member of Gilbert-Tondreau and is also involved in real estate ownership and independent insurance brokering. Carol is registered to provide investment advisory services to individuals, businesses, trusts, estates, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC is a large financial services firm headquartered in Minneapolis, Minnesota. They provide a variety of financial products and services, including investment management, financial planning, insurance, and retirement planning. The firm has over $479 billion in assets under management.
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
ME
12/11/2024 - Present
Ameriprise Financial Services, LLC (Augusta ME)
MN
11/20/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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