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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roy? Claim Your ProfileRoy M. Marmelo is a financial advisor associated with Ameriprise Financial Services, LLC, with over 10 years of experience in the financial services industry. Roy Marmelo is registered with FINRA as a Registered Representative and has 6 state licenses. Ameriprise Financial Services, LLC is a large firm with a focus on financial planning, portfolio management for businesses and individuals, educational seminars, and pension consulting. The firm also manages assets for clients in insurance companies, charitable organizations, and pension and profit-sharing plans. Roy Marmelo has experience in the areas of portfolio management, financial planning, and wealth management.
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
FL
03/25/2024 - Present
Ameriprise Financial Services, LLC (TAMPA FL)
BOTH
Issued 03/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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