Chitrangada Chauhan

CSA at Harbor Haven Wealth Advisors | Ameriprise Financial

Role: Analyst Financial Advisory Support at Ameriprise Financial Services, LLC
Location: Gurugram, IN
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Chitrangada Chauhan

I’m a dedicated finance professional currently supporting Financial Advisors at…

Experience

Analyst Financial Advisory Support
Ameriprise Financial Services, LLC
Oct 2024 — Present · Gurugram, IN
Assisting a private wealth advisory practice at Ameriprise Financial. Supporting advisors in servicing clients including preparing basic financial plans, conducting investment research and completing trades and transactions (money movement, new account opening, etc.)Preparing and summarizing client meetings by scheduling and confirming meetings, create the agenda, summary of meetings and providing necessary follow-up.Assisting advisors in increasing their social media presence.Helping clients in enrolling/servicing on various Ameriprise tools.

Contact information

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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 Chitrangada Chauhan

Experience

Analyst Financial Advisory Support

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