Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iga? Claim Your ProfileIga Szabat is a financial advisor with Ameriprise Financial Services, LLC. Iga has been working in the financial industry since December 2010. Iga holds Series 6, 7TO, 63 and 65 licenses. Iga has prior experience with MSI Financial Services, Inc. and MML Investors Services, LLC. Iga specializes in portfolio management for individuals and businesses, as well as providing financial planning and asset allocation services. Iga has a strong track record of success in helping clients achieve their financial goals.
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
FL
01/26/2023 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
CT
03/25/2017 - 03/30/2020
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
CT
09/22/2010 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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