Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elaine? Claim Your ProfileElaine McLaughlin is an investment advisor representative at Ameriprise Financial Services, LLC. Elaine has been in the industry since January 2003 and has held previous positions at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and A. G. Edwards & Sons, Inc. Elaine is registered with the state of Connecticut and is licensed to provide investment advice to individuals, high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Elaine's specialization includes Financial planning, Portfolio management for individuals, Portfolio management for businesses, Pension consulting, and Selection of other advisors.
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
MA
04/01/2022 - Present
Ameriprise Financial Services, LLC (WESTBOROUGH MA)
MA
05/28/2010 - 04/06/2022
WELLS FARGO CLEARING SERVICES, LLC (WELLESLEY MA)
MA
01/28/2004 - 06/09/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MO
01/15/2003 - 03/02/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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