Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica McLeod is a financial advisor at Ameriprise Financial Services, LLC. She has been in the financial services industry since 1998 and holds Series 7, 63, and 65 licenses. Veronica specializes in providing investment advice and financial planning services to individuals, businesses, and trusts. She is also a board member for McLeod and has been a member of The Palm Beach Toastmasters since 2022. Veronica's previous experience includes roles at Wells Fargo Advisors LLC and Citigroup Global Markets Inc.
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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FL
05/31/2022 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
04/25/2006 - 05/21/2019
WELLS FARGO CLEARING SERVICES, LLC (PALM BEACH GARDENS FL)
NJ
01/03/1998 - 05/08/2006
CITIGROUP GLOBAL MARKETS INC. (FLORHAM PARK NJ)
BOTH
Issued 08/04/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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