Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Villagomez is a financial advisor at Ameriprise Financial Services, LLC. Chad has been in the industry since October 6, 2003, and has a broad range of experience in both investment advisory and brokerage services. Chad is registered with the Securities and Exchange Commission (SEC) and holds Series 7 and Series 66 licenses. Chad is also registered in 16 states for investment advisory services and 14 states for brokerage services. Prior to joining Ameriprise, Chad worked for Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC.
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
MN
04/08/2022 - Present
Ameriprise Financial Services, LLC (Wayzata MN)
MN
01/03/2011 - 04/14/2022
WELLS FARGO CLEARING SERVICES, LLC (WAYZATA MN)
MN
10/07/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 04/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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