Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Renee Cressend is a financial advisor at Ameriprise Financial Services, LLC. Shelby is a registered representative in the state of Louisiana. Shelby has been working in the financial services industry since June 2023. Shelby specializes in asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Ameriprise Financial Services, LLC has been in business since 1909 and is headquartered in Minneapolis, Minnesota. The firm provides a variety of financial services, including asset management, investment banking, and financial planning.
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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LA
03/04/2024 - Present
Ameriprise Financial Services, LLC (Metairie LA)
BOTH
Issued 02/26/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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