Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaleen? Claim Your ProfileShaleen Renee Newton is an investment advisor representative at Ameriprise Financial Services, LLC. She has been in the financial services industry since September 11, 1996, and is registered to provide investment advice in several states, including Kentucky, Texas, Alabama, California, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Mississippi, Missouri, New York, North Carolina, Ohio, Pennsylvania, and Tennessee. She holds the Series 63, 65, 7 and 52 licenses, as well as the SIE.
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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KY
06/25/2024 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
KY
09/12/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LOUISVILLE KY)
IA
Issued 02/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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