Gabe Glimcher

Financial Advisor @Ameriprise Financial Services, LLC

Columbus, OH, US

I meet with families, individuals, and companies who are seeking advice with their stock investments, retirement assets (401k, 403b, IRA\'s), and day to day financial planning so that they are able to better achieve their goals. Utilizing our on staff Chartered Financial Analyst (CFA), who vets out specific stocks in addition to having built four in house investment models, we are able to tailor each clients\' investments to their specific goals while optimizing their return… Show more I meet with families, individuals, and companies who are seeking advice with their stock investments, retirement assets (401k, 403b, IRA\'s), and day to day financial planning so that they are able to better achieve their goals. Utilizing our on staff Chartered Financial Analyst (CFA), who vets out specific stocks in addition to having built four in house investment models, we are able to tailor each clients\' investments to their specific goals while optimizing their return strategy.Prior Experience as an Investment Specialist-Conducted extensive analysis and industry research on stocks, exchange traded funds, structured products, and more-Created investment allocations for existing clients-Assisted clients in choosing their 401k, 403b, and other retirement assets with their specific company-Obtained my Series 7 and Series 66 investment licenses-Obtained my Accredited Portfolio Management Advisor Designation (APMA).Based on licenses and registrations I hold, I may conduct business in OH, CO, IL, WA, KY, FL, MO, OK, TX, NY, WV, IN, CT, CA, OR, VA, MA, VT, SC, AZ, MS, AL, PA, GA, MI, NC.CA Insurance #0M72564

The Ohio State University

Bachelor's degree

Arizona State University

Business Finance