Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard MacKelfresh is a financial advisor at Ameriprise Financial Services, LLC with over 20 years of experience in the industry. Richard has been active with the firm since 2005. Richard holds both Series 66 and Series 7 securities licenses and is registered to provide investment advice in Georgia and Texas. Richard is passionate about providing financial planning and investment management services to individuals, corporations, and charitable organizations. Richard also has experience with pension consulting and portfolio management for businesses. Richard has worked in the financial services industry since 2000 and is a registered representative with FINRA and a registered investment advisor with the state of Georgia.
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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GA
01/29/2013 - Present
Ameriprise Financial Services, LLC (SANDY SPRINGS GA)
MN
09/14/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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