Abraham R.

Registered Client Service Associate - Stulberg Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC

Role: Registered Client Service Associate at Ameriprise Financial Services, LLC
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

About Abraham R.

Registered financial services professional ranked in the top 7% of Practice Managers…

Experience

Registered Client Service Associate
Ameriprise Financial Services, LLC
Apr 2024 — Present · Los Angeles, CA, US
Created a pre-retirement cash flow tool, modeling asset sales, multiple income streams, tax implications, and inflation, allowing clients to forecast multiple financial scenarios and optimize investment strategies.Developed and designed a quarterly Fund Managers Report (Envestnet) covering funds and 23 performance metrics, delivered quarterly, enhancing investment decision-making for advisors and clients.Implemented tax loss harvesting strategies, optimizing client distribution plans and helping clients achieve significant tax savings.Executed fixed income and securities trades for model rebalancing, ensuring precision in portfolio alignment and adherence to risk management strategies.Created in-person events, and webinars utilizing PowerPoint and TEAMS leading to prospect conversion and organic growth.Conducted monthly client distributions including RMDs and inherited RMDs.Collaborated with advisors to ensure seamless operation and execution of financial plans, contributing to the overall efficiency and effectiveness of the practice.Utilized Salesforce for client relationship management, ensuring all interactions and transactions are accurately documented and easily accessible.

Education

UCLA
Bachelor's degree

Contact information

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Work email
•••••@ameriprise.com
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Current company

Ameriprise Financial Services, LLC

Financial Services · 18K employees · Founded 1894 · Minneapolis, Minnesota, United States

At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors*, we have the expertise to serve the full range of individual and institutional investors' financial needs. Ameriprise has corporate locations throughout the U.S. and across the globe, and advisor offices in all 50 states. Certain hyperlinks within Ameriprise Financial web sites or social media content may hyperlink to third-party content which we believe to be reliable however, we cannot guarantee its accuracy or completeness. For this reason, we do not endorse any linked third-party content, advertising, advice, opinions, recommendations, or other information; it's merely intended to be provided as a general source of information and is not a solicitation to buy or sell any securities, accounts, or strategies. In addition, any linked third-party content should not be used as the sole basis for any investment decisions, nor should it be construed as a recommendation or advice designed to meet the particular needs of an individual investor. Please seek the advice of a financial advisor regarding your particular financial situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. For additional important disclosures on engagement rules, linking to third party content or other risks, please visit: www.ameriprise.com/social *Ameriprise Financial Q1 2024 Earnings Release.

ameriprise.com

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About Abraham R.

Experience

Registered Client Service Associate

Education

UCLA

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