Geoffrey Grimsdale

Financial Advisor @Ameriprise Financial Services, LLC

Los Angeles, CA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2025 — Present

Financial Advisor @Ameriprise Financial Services, LLC

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Los Angeles, CA, US

Provided comprehensive financial planning services including investment management, retirement planning, and tax planning for clients.• Conducted in-depth financial analysis to develop personalized wealth management strategies.• Collaborated with clients to achieve their financial goals through strategic planning and investment recommendations.

EDUCATION

N/A

California State University, Northridge

Bachelor of Applied Science - BASc

ABOUT GEOFFREY GRIMSDALE

I help high-income individuals, entertainment professionals, and business owners in Los…

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Geoffrey Grimsdale — Financial Advisor at Ameriprise Financial Services, LLC in Los Angeles, CA, US | Unifers