Unclaimed
Santo Briganti is a financial advisor registered with Ameriprise Financial Services, LLC, with a focus on investment planning and portfolio management. Santo has been in the financial industry since 1978. His experience spans multiple firms, including IDS Life Insurance Company, IDS Securities Corp, and IDS Financial Services Inc. Santo holds a variety of licenses and certifications, including Series 1, Series 7, Series 63, Series 22TO, and Series 6TO. Santo is also a Certified Financial Planner. Santo works with a diverse clientele, including individuals, corporations, trusts, and estates. Santo is dedicated to providing personalized financial advice to help individuals and families achieve their financial goals.
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
NY
01/07/2010 - Present
Ameriprise Financial Services, LLC (VALHALLA NY)
MN
01/03/1978 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/21/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
01/03/1978 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 08/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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