Unclaimed
Neeta Singh is an investment advisor representative at Ameriprise Financial Services, LLC. Neeta has been in the securities industry since June 1994 and holds the Series 63, Series 66, Series 7 and SIE licenses. Neeta has worked with individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Neeta specializes in asset allocation, financial planning, portfolio management for individuals and businesses, and pension consulting. Neeta is also a member of HSFA 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.
1
2
MI
09/20/2010 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MN
06/17/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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