Unclaimed
Paden Belanger is a financial advisor at Ameriprise Financial Services, LLC. Paden has been in the industry since 2017 and has a Series 7, Series 63, and Series 65 license. Paden is registered in 31 states and has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, pension and profit-sharing plans, and insurance companies. Paden offers financial planning, portfolio management, and asset allocation services.
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
KY
04/06/2022 - Present
Ameriprise Financial Services, LLC (EDGEWOOD KY)
OH
12/10/2020 - 03/25/2022
J.P. MORGAN SECURITIES LLC (Westerville OH)
KY
11/14/2016 - 09/29/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
IA
Issued 12/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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