Nicole McKelvey

Financial Advisor, Associate Vice President, Chartered Retirement Planning Counselor™ at Ameriprise Financial Services, LLC

Role: Financial Advisor Associate Vice President Chartered Retirement Planning Counselorsm at Ameriprise Financial Services, LLC
Location: Scottsdale, AZ, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Nicole McKelvey

CA Insurance #0M35455 Please visit for important…

Experience

Financial Advisor Associate Vice President Chartered Retirement Planning Counselorsm
Ameriprise Financial Services, LLC
Oct 2017 — Present · Scottsdale, AZ, US

Education

Scottsdale Community College
ABUS, Business
2004 — 2015
Arizona State University
Bachelor of Arts - BA, Multi/Interdisciplinary Studies
2015 — 2017
College for Financial Planning
CRPC®
W. P. Carey School of Business – Arizona State University
Bachelor of Arts - BA, Business, Management, Marketing, and Related Support Services

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@ameriprise.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••05

Unlock verified contacts

Free to start · No credit card required

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

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Nicole McKelvey

Experience

Financial Advisor Associate Vice President Chartered Retirement Planning Counselorsm

Education

Scottsdale Community College

Arizona State University

College for Financial Planning

W. P. Carey School of Business – Arizona State University

Find verified contacts for anyone on LinkedIn