Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yan? Claim Your ProfileYan Bellantoni is a financial advisor with Ameriprise Financial Services, LLC. Yan has been in the industry since November 1996 and has a broad range of experience, holding licenses and registrations in several states. Yan is also a Board Director, and is committed to providing clients with personalized financial planning, portfolio management, and asset allocation services.
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
IL
06/13/2012 - Present
Ameriprise Financial Services, LLC (WARRENVILLE IL)
IL
11/15/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ST. CHARLES IL)
IA
Issued 04/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/19/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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