Casual Conversations with CCM: Jim VanLoo - Is it better to come to you for regular, daily trades? скачать в хорошем качестве

Casual Conversations with CCM: Jim VanLoo - Is it better to come to you for regular, daily trades?

Casual Conversations with CrossCountry Mortgage is intended to be an educational moment for our audience. The topics and guest speakers will vary from episode to episode. Background: As an Ameriprise financial advisor, I deliver personalized financial advice to help you achieve your goals, today and tomorrow. First, I take the time to understand what’s truly important to you. Together, we’ll document your goals, track your progress online and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings – both the expected and the unexpected. R Jim Van Loo may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states. The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations. Diversification can help protect against certain investment risks but does not assure a profit or protect against loss. An Associate with an Ameriprise Financial Franchise Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific 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.