Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Simms is a financial advisor who is currently registered with Ameriprise Financial Services, LLC in Wellesley, MA. Louis has been in the financial services industry since 2023. Louis has passed the Series 7TO, Series 63, and SIE exams. Louis has been employed with Fidelity Brokerage Services LLC, in Chestnut Hill, MA. Louis is actively registered with the state of Massachusetts. Louis specializes in the areas of financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and asset allocation services. Louis's firm, Ameriprise Financial Services, LLC manages over $479 billion in assets for individual and institutional clients. Ameriprise Financial Services, LLC is headquartered in Minneapolis, MN.
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
MA
05/13/2024 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
06/05/2023 - 04/30/2024
FIDELITY BROKERAGE SERVICES LLC (CHESTNUT HILL MA)
BC
Issued 06/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Louis Simms is the right advisor for you? Invested Better is here to help.
