Unclaimed
Ike Ugonnaya Elele is a financial advisor with Ameriprise Financial Services, LLC. Ike has been in the financial industry for over six years and is registered to provide investment advice in Maryland and Virginia. Ike's previous employers include MML Investors Services, LLC, Morgan Stanley, T. Rowe Price Investment Services, Inc., and Ameriprise Financial Services, LLC. He has passed a variety of exams including the Series 7, Series 6, and Series 66 exams. Ike specializes in providing financial planning, portfolio management, asset allocation services, and pension consulting.
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
MD
10/24/2024 - Present
Ameriprise Financial Services, LLC (Baltimore MD)
MD
03/11/2024 - 07/24/2024
MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)
MD
06/15/2022 - 12/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Columbia MD)
MD
12/20/2021 - 04/28/2022
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MD
01/05/2021 - 07/14/2021
MORGAN STANLEY (Baltimore MD)
MD
04/24/2017 - 12/22/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 07/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ike Elele is the right advisor for you? Invested Better is here to help.