Ameriprise Financial Services, Inc
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About this Advisor
Stephen Gesualdi is an investment advisor whose office is in Wakefield, Massachusetts. Currently a registered advisor at Ameriprise Financial Services, Inc, they have accrued 11 years of experience as a registered advisor. Gesualdi maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Gesualdi is registered to serve clients based out of New Hampshire and Texas. The advisor has gained experience at Wachovia Securities, LLC, Ubs Financial Services Inc and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is based out of Wakefield, Massachusetts, and has 166 additional locations in the nation. As a company, Ameriprise Financial Services, Inc manages $248 billion in assets dispersed across 1,393,263 accounts and retains more than 13,718 people. The level of assets currently under the firm's management makes it one of the biggest firms in the United States. The firm manages 691,052 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Ameriprise Financial Services, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ameriprise Financial Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Stephen Gesualdi Work History
Stephen has 12 years of experience.
Ameriprise Financial Services Inc
Ubs Financial Services Inc
Wachovia Securities, LLC
Stephen Gesualdi has disclosures.
Please visit their SEC profile for more details.
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