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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Pontarelli is an active investment advisor representative at Ameriprise Financial Services, LLC, with over 23 years of experience in the industry. Edward's career began in 2000 at First Investors Corporation. He has experience with a variety of financial institutions including Ameriprise Advisor Services, Inc. and Oppenheimer & Co. Inc., where he spent many years. Edward holds licenses and certifications in Florida, Rhode Island and Texas. Edward is licensed to provide investment advice to individuals, high-net-worth individuals, trusts/estates, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, and state or municipal government entities.
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
RI
02/24/2018 - Present
Ameriprise Financial Services, LLC (PROVIDENCE RI)
RI
02/27/2009 - 03/02/2018
OPPENHEIMER & CO. INC. (PROVIDENCE RI)
RI
02/27/2002 - 03/24/2009
AMERIPRISE ADVISOR SERVICES, INC. (CRANSTON RI)
NJ
07/03/2000 - 03/05/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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