Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ellen? Claim Your ProfileEllen Alisse geissal Morvant is a registered representative with Ameriprise Financial Services, LLC, a firm that manages assets from $1 billion to $10 billion. Ellen has been in the financial industry since November 1, 2016, and is registered in 23 states. Ellen's expertise includes asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and the selection of other advisors. Ellen's registrations with Ameriprise Financial Services, LLC include Securities Industry Essentials Examination (SIE), Series 7 and Series 66.
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
LA
08/03/2017 - Present
Ameriprise Financial Services, LLC (Metairie LA)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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