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Ellen Debra Ginsberg

Harbor Asset Planning, Inc.

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About Ellen Debra Ginsberg

Ellen Debra Ginsberg is a registered investment advisor representative with Harbor Asset Planning, Inc., an investment advisory firm based in Belmont, MA. Ellen has been a registered representative for over 16 years. Ellen's experience includes working for Ameriprise Financial Services, Inc. Ellen holds a Series 66 license. Ellen has a background in municipal securities and is a registered principal in Series 4, Series 24 and Series 53 exams. Ellen is also registered with the states of Maryland, Massachusetts, Texas, and Virginia. Ellen specializes in providing financial planning and portfolio management services to individuals. Ellen has been providing these services for over 16 years.

Firm Information

Ellen Ginsberg is currently registered with Harbor Asset Planning, Inc.. Harbor Asset Planning, Inc. is an investment advisor with $159,543,000 in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth. They have a total of 94 client accounts.

$159.54M

Assets Under Management

94

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ellen Ginsberg’s Registration & Firm History

MA

02/28/2011 - Present

Harbor Asset Planning, Inc. (BELMONT MA)

MA

09/13/2006 - 08/08/2007

AMERIPRISE FINANCIAL SERVICES, INC. (WELLESLEY MA)

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Licenses & Designations

BOTH

Issued 09/27/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/19/2006

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/01/2006

Series 4 - Registered Options Principal Examination

BC

Issued 11/06/2006

Series 24 - General Securities Principal Examination

BC

Issued 09/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ellen Debra Ginsberg.
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