Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalle? Claim Your ProfileKalle Jaan Ruga is a financial advisor at Ameriprise Financial Services, LLC. Kalle has been working in the financial services industry since 2000. Kalle is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of New York. Kalle has a strong background in portfolio management and financial planning, and is committed to providing clients with personalized financial advice. Kalle is also registered with the state of Texas as an investment advisor representative. Kalle specializes in providing financial advice to individuals, corporations, and other business entities. Kalle is a Series 63, 66, and 7 licensed securities professional. Kalle is also a registered representative of Ameriprise Financial Services, LLC. Kalle is also a registered representative of Ameriprise Financial Services, LLC.
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
NY
02/12/2022 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
01/23/2004 - 04/30/2015
INVESTACORP, INC. (PATCHOGUE NY)
NY
09/22/2003 - 11/25/2003
PGP FINANCIAL, INC. (GREAT RIVER NY)
SC
02/28/2001 - 09/05/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
03/22/2000 - 02/22/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/22/2000 - 02/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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