Unclaimed
John Trusela is a financial advisor with Ameriprise Financial Services, LLC. John has been in the financial industry for over 25 years and has a deep understanding of the markets and investment strategies. He is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning services. John is also a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), demonstrating his commitment to ongoing education and professional development.
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
TX
01/10/1997 - Present
Ameriprise Financial Services, LLC (SAN ANTONIO TX)
MN
11/27/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Trusela is the right advisor for you? Invested Better is here to help.