Deep Enrich
Fred Gibbs
Retired
392 followers
Seattle, Washington, United States
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About me
Financial Advisor at Ameriprise Financial Services, LLC
Education
College for Financial Planning
2012 - 2012Accredited Portfolio Management Advisor Financial Planning and ServicesThis graduate-level program provides an introduction to portfolio construction and management. Topics covered will include client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory, investor psychology, and other topics germane to building appropriate client portfolios.
College of Financial Planning
2010 - 2012Chartered Retirement Planning CounselerThis entirely graduate-level course defines a "road map to retirement," enabling you to focus on clients’ pre-and post-retirement needs, as well as issues related to asset management and estate planning. You’ll discover practical knowledge that is immediately applicable to this evolving planning niche.
Experience
US Army
Feb 1977 - Mar 2003Retired
Ameriprise Financial Advisors LLC
May 2003 - nowFinancial Advisor
Ameriprise Financial Services, LLC
May 2003 - nowFinancial Advisor
Licenses & Certifications
Chartered Retirement Planning Counseler
College for Financial PlanningMar 2013Certified in Long-Term Care
The Corporation for Long Term Care Certification Inc.Aug 2012Accredited Portfolio Management Advisor
College of Financial PlanningSept 2011
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