Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelley? Claim Your ProfileShelley Mau Y is a financial advisor at Ameriprise Financial Services, LLC. Shelley Mau Y has been in the financial services industry since 1994 and is registered with FINRA and the state of Pennsylvania. Shelley Mau Y holds the Series 7, Series 63, and SIE licenses and is a Certified Financial Planner. Shelley Mau Y has experience in providing investment advice to a wide range of clients, including individuals, families, businesses, trusts, estates, and retirement plans. Shelley Mau Y specializes in asset allocation, financial planning, and portfolio management. Ameriprise Financial Services, LLC is a leading financial services firm with a strong commitment to helping clients achieve their financial goals. The firm provides a wide range of financial products and services, including investment management, retirement planning, insurance, and financial planning. Ameriprise Financial Services, LLC has a long history of providing high-quality financial advice to its clients.
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
PA
06/17/2021 - Present
Ameriprise Financial Services, LLC (Langhorne PA)
MN
09/27/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MD
08/23/1988 - 10/24/1989
BT SECURITIES CORPORATION (BALTIMORE MD)
BC
Issued 09/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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