Unclaimed
Catherine Ames Vicente salas is a financial advisor with Ameriprise Financial Services, LLC. Catherine has been in the industry since 2007. Catherine is licensed in Arkansas, Florida, Georgia, Massachusetts, Montana, North Carolina, Ohio, Tennessee, Texas, Utah, Virginia, and West Virginia. Catherine is also registered as an Investment Advisor Representative in Texas and Virginia.
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
VA
10/08/2007 - Present
Ameriprise Financial Services, LLC (CHESAPEAKE VA)
BOTH
Issued 10/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Catherine Vicente salas is the right advisor for you? Invested Better is here to help.