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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey David Angel is an active investment advisor representative with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since 1991, starting at IDS LIFE INSURANCE COMPANY. Jeffrey is licensed in multiple states, including Alaska, Arizona, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Minnesota, Montana, Nebraska, New York, Oklahoma, Texas, Utah, Washington, and Wisconsin. Jeffrey's firm, Ameriprise Financial Services, LLC, has a long history of providing financial services to individuals and businesses and currently manages over $479 billion in assets for over 1.4 million clients. The firm provides a wide range of financial planning and advisory services, including asset allocation, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MN
05/06/2016 - Present
Ameriprise Financial Services, LLC (White Bear Lake MN)
MN
10/04/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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