Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irma? Claim Your ProfileIrma Josephine Anacleto is an investment advisor representative with Ameriprise Financial Services, LLC. Irma has been in the securities industry since 2003. She has held previous roles with CUSO FINANCIAL SERVICES, L.P., LPL FINANCIAL LLC and LINSCO/PRIVATE LEDGER CORP. Irma has passed the Series 6, 7, 63 and 66 exams. Irma specializes in asset allocation services, financial planning, pension consulting and educational seminars. Irma is registered with the state of California and Texas. She is active in the securities industry and has a strong track record of success.
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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CA
07/03/2024 - Present
Ameriprise Financial Services, LLC (La Mesa CA)
CA
01/02/2015 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (La Mesa CA)
CA
02/22/2006 - 01/08/2015
LPL FINANCIAL LLC (EL CAJON CA)
CA
08/24/2004 - 02/23/2006
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
SC
09/04/2003 - 09/02/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
10/29/2002 - 05/13/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 10/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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