Claudia Marban

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2000 → 03/2020
  Ameriprise Financial Services, Inc.
  Frankfort, IL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Frankfort, IL

Other Businesses

Business Ownership; marban & associates, inc; manager; manage business and staff; 12524 Suffolk Ct, , Mokena, IL, 60448; Not Investment-Related; 01/08/2009; 0 hours per month; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-31

Designations

• Chartered Financial Consultant

Other Names

• Claudia Theresa Gonzales
• Claudia Theresa Gonzales
• Claudia Marban
• Claudia Theresa Marban