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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gelsomina? Claim Your ProfileGelsomina Lipscomb is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since October 24, 2001. Gelsomina has a strong track record of success in helping clients achieve their financial goals. Gelsomina is a Certified Financial Planner and holds the Series 6, 7, and 66 licenses. Gelsomina is licensed to offer securities and advisory services in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Maryland, Michigan, Mississippi, Montana, Nevada, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia. Gelsomina also has prior work experience with LPL FINANCIAL LLC and FLORIDA INVESTMENT 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
FL
08/16/2019 - Present
Ameriprise Financial Services, LLC (Tampa FL)
FL
04/09/2012 - 09/04/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
11/20/2003 - 04/18/2012
FLORIDA INVESTMENT ADVISORS (TAMPA FL)
FL
12/04/2002 - 11/20/2003
FLORIDA INVESTMENT ADVISERS (TAMPA FL)
NJ
07/11/2001 - 08/19/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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