Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Luis Godinez is a financial advisor registered with Ameriprise Financial Services, LLC. Jose has been in the financial services industry for over 30 years, having earned his Series 7, Series 63, and SIE licenses. Jose has experience working with individuals, families, small businesses, and pension plans. Jose also holds the Certified Financial Planner and Chartered Financial Consultant designations. Jose is a Partner and Franchise Advisor with RGAA, LLC, a firm he co-owns, which provides business support for his practice. Ameriprise Financial Services, LLC is a large firm that provides a variety of financial services, including financial planning, asset management, retirement planning, and insurance.
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
02/19/2015 - Present
Ameriprise Financial Services, LLC (Glendale CA)
MN
08/19/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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