Unclaimed
Sheila May Gale is a financial advisor with Ameriprise Financial Services, LLC. Sheila has been in the industry since 2014 and holds the Series 7 and SIE licenses. She is registered with FINRA and is active in the BC scope. Sheila has experience working with a range of clients, including individuals, high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans. Ameriprise Financial Services, LLC offers a wide range of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.
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
MN
05/13/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Sheila Gale is the right advisor for you? Invested Better is here to help.