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Jose Pichardo, CFP®, CRPC®'s Email & Phone Number

Financial Advisor at Ameriprise Financial Services, LLC

Jose Pichardo, CFP®, CRPC®'s Email Addresses

jo****[email protected] Personal Email

Jose Pichardo, CFP®, CRPC®'s Phone Numbers

(212) ***-*494 Phone number

Jose Pichardo, CFP®, CRPC®'s Work Experience

Ameriprise Financial Services, LLC

Financial Advisor / Vice President

January 2006 to Present

Ameriprise Financial Services, LLC.

Financial Advisor / Vice President

January 2006 to Present

Ameriprise Financial Services, LLC.

Financial Advisor / Vice President

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Jose Pichardo, CFP®, CRPC®'s Education

LIU Brooklyn

January 2000 to January 2004

About Jose Pichardo, CFP®, CRPC®'s Current Company

Ameriprise Financial Services, LLC

Frequently Asked Questions about Jose Pichardo, CFP®, CRPC®

What company does Jose Pichardo, CFP®, CRPC® work for?

Jose Pichardo, CFP®, CRPC® works for Ameriprise Financial Services, LLC


What is Jose Pichardo, CFP®, CRPC®'s role at Ameriprise Financial Services, LLC?

Jose Pichardo, CFP®, CRPC® is Financial Advisor / Vice President


What is Jose Pichardo, CFP®, CRPC®'s personal email address?

Jose Pichardo, CFP®, CRPC®'s personal email address is jo****[email protected]


What is Jose Pichardo, CFP®, CRPC®'s business email address?

Jose Pichardo, CFP®, CRPC®'s business email address is jose.pichardo,cfp®,crpc®@***.***


What is Jose Pichardo, CFP®, CRPC®'s Phone Number?

Jose Pichardo, CFP®, CRPC®'s phone (212) ***-*494


What industry does Jose Pichardo, CFP®, CRPC® work in?

Jose Pichardo, CFP®, CRPC® works in the Financial Services industry.


About Jose Pichardo, CFP®, CRPC®

💼 Past Experience

Ameriprise Financial Services, LLC is an industry of financial services company. It is headquartered in Parsippany, New Jersey and it concentrate in the penny stocks, real estate, reinsurance and other investments. Jose Pichardo is currently a Financial Advisor / Vice President at Ameriprise Financial Services, LLC. Financial Advisor / Vice President at Ameriprise Financial Services, LLC. Financial Advisor / Vice President at Ameriprise Financial Services, LLC. Financial Advisor / Vice President at Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is well-recognized in the financial industry for offering services such as investment advising and investment management. In particular, Ameriprise Financial Services, LLC is well-known for its investment services which include, but are not limited to, penny stocks, real estate, reinsurance and other investments. Ameriprise Financial Services, LLC's investment philosophy is to provide excellent customer service and to earn returns on investment for its clients. Jose Pichardo has over 10 years of experience in the financial industry. Jose Pichardo is a Financial Advisor / Vice President at Ameriprise Financial Services, LLC. From his experience, Jose Pichardo knows how to provide quality customer service and earn returns on investment for his clients. José Pichardo has a degree in finance from Renova University and he has been working in the financial industry since he was approximately 20 years old. In his 10 years of experience, Jose Pichardo has managed to develop excellent skills in both customer service and financial analysis. He has a proven track record for success in the financial industry and he is confident that he can provide the same level of customer service and return on investment to his clients at Ameriprise Financial Services, LLC as he has done in the past.


🎓 Education

Jose Pichardo had a Bachelor of Science in finance from LIU Brooklyn in 2000. He then became a Finance Manager at IMG who worked in the Private Banking Industry from January 2004 to January 2009. In January 2009, Jose Pichardo transferred to the Company Pension or plans Division as a managing partner. There, he led the development of the Company Pension or plans department as well as responsible for the day-to-day operations of the Pension or plans division.Jose Pichardo has a background in finance and a background in pensions. He has the experience and skills necessary to lead the development of the Company Pension or plans division, and to manage the day-to-day operations of the Pension or plans division.


💡 Technical & Interpersonal Skills

Jose Pichardo is a Financial Advisor / Vice President who has experience in the industry of Financial Services. In this position, Jose Pichardo works as a Financial Advisor / Vice President at Ameriprise Financial Services. Financial Advisor / Vice President at Ameriprise Financial Services is responsible for the overall financial care of their clients, which includes providing guidance and support to their clients in planning and conducting their financial affairs. Reportedly, in his previous role, Jose Pichardo was responsible for the financial care of over 100 clients.Jose Pichardo has a degree in Accounting from the University of Central Florida. Previously, Jose Pichardo worked as a Research Associate at CBS Outdoor Research. Reportedly, in this role, Jose Pichardo analyzed upcoming athletic events and reported the outcomes to CBS Outdoor Research. Additionally, in his previous role, Jose Pichardo was responsible for developing research programs for several CBS Outdoor Brands companies.Some of the areas in which Jose Pichardo is particularly skilled include: financial advice, research, public opinion, and public speaking. Reportedly, in his previous role, Jose Pichardo was very successful in his presentations, remaining able to share his findings with delegates in a very sensitive and engaging way.Since joining Ameriprise Financial Services, LLC, Jose Pichardo has excelled in his work, being able to handle a variety of tasks with total efficiency. Reportedly, in his previous role, Jose Pichardo was able to handle any task related to his role as Financial Advisor / Vice President at Ameriprise Financial Services, LLC with ease and without any issue.Overall, Jose Pichardo has an extensive and varied experience in the field of Financial Services, and is able to handle any situation arising during his work. Jose Pichardo is an excellent asset to any organization, and is an excellent addition to any team.


Jose Pichardo, CFP®, CRPC®’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Jose Pichardo, CFP®, CRPC®'s Ranking

Ranked #466 out of 9,329 for Financial Advisor / Vice President in New York

Jose Pichardo, CFP®, CRPC®'s Personality Type

Extraversion (E), Intuition (N), Feeling (F), Judging (J)

Average Tenure

2 year(s), 0 month(s)

Jose Pichardo, CFP®, CRPC®'s Willingness to Change Jobs

Unlikely

Likely

Open to opportunity?

There's 86% chance that Jose Pichardo, CFP®, CRPC® is seeking for new opportunities

Jose Pichardo, CFP®, CRPC®'s Social Media Links

/in/josepichardocrpc
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