Trading

Financial advisor credentials

Ameriprise advisors are dedicated to doing what's right for their clients. All our advisors are required to meet certain educational and business qualifications to help ensure they assess your financial situation, recommend solutions, and transact business according to your needs.

Each client’s situation is unique and may require more specialized guidance. In addition to the required licenses and registrations, many of our advisors have extensive experience helping clients address more complex issues such as:

  • Executive compensation
  • Small business ownership
  • Estate planning and charitable giving
  • Domestic partner planning

Many of our experienced advisors have earned additional designations:

A leader in financial planning with more CERTIFIED FINANCIAL PLANNER professionals than any other firm.* 

Ameriprise recognizes advisors who have achieved a certain level of success, experience and exceptional level of service to their clients.

Among the most qualified and credentialed advisors in financial services.

They have extensive experience in helping affluent clients preserve and grow their wealth.

These advisors hold industry-recognized financial planning credentials.

Experienced in helping clients with more complex needs achieve their goals.

We want you to feel confident

What matters most is that you find an advisor

who is right for you. Someone who can listen to you and work with you the way you want. Someone who can help you feel more confident about your financial situation — today, tomorrow, for life.

An Ameriprise advisor can help you confidently navigate your financial needs, simple or not-so-simple. Someone you know may already be working with one of them.

Choose an Ameriprise financial advisor today, or learn more about why Ameriprise is the right choice for you.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax issues.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

You may not work with the same advisor over an extended period of time. 

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Ameriprise Financial Services, Inc. Member FINRA and SIPC.


Category: Advisor

Similar articles: