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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Abramo Ghelardini is a financial advisor with Ameriprise Financial Services, LLC, with over 40 years of experience in the financial services industry. Steven has held previous roles with Stephens Inc, Morgan Stanley Smith Barney, Citigroup Global Markets Inc, and The Robinson-Humphrey Company, LLC. Steven is registered to provide investment advice in South Carolina and Texas. Steven is a Series 3, 7, 63, and 65 licensed representative, as well as a SIE exam holder. Steven provides a variety of financial services including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Ameriprise Financial Services, LLC is a well-established financial services firm based in Minneapolis, Minnesota with over $479 billion in assets under management.
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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2
SC
01/18/2023 - Present
Ameriprise Financial Services, LLC (LEXINGTON SC)
SC
06/04/2010 - 02/10/2023
STEPHENS (COLUMBIA SC)
SC
06/01/2009 - 06/28/2010
MORGAN STANLEY SMITH BARNEY (COLUMBIA SC)
SC
01/02/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBIA SC)
GA
08/17/1981 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
IA
Issued 09/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1983
Series 3 - National Commodity Futures Examination
BC
Issued 08/15/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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