Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ursula? Claim Your ProfileUrsula McCarthy Johnson is an investment advisor representative at Ameriprise Financial Services, LLC. Ursula has been in the financial services industry since July 2000 and has been with Ameriprise since September 2005. Ursula is registered to offer investment advice in Delaware, District of Columbia, Florida, Georgia, Louisiana, New Jersey, New York, Pennsylvania and Wisconsin. Ursula has passed the Series 63, Series 66 and Series 7 exams. Ameriprise Financial Services, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm offers a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio 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
PA
01/21/2004 - Present
Ameriprise Financial Services, LLC (Plymouth Meeting PA)
MN
07/07/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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