Henry Giovany Narvaez
Investment adviser representative at Ameriprise Financial Services, LLC
8 yearsExperience
2 statesRegistered in
$660.5BFirm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
8 years in the industry.
- Ameriprise Financial Services, LLCOct 2024 to now
- Kinetca Federal Credit UnionApr 2024 to Oct 2024
- LPL FinancialApr 2024 to Oct 2024
- U.S. Bancorp Investments, Inc.Oct 2023 to Apr 2024
- Unionbanc Investment ServicesMay 2021 to Sep 2023
- UnemployedOct 2020 to May 2021
- J.P. Morgan Securities LLCMay 2017 to Oct 2020
- Independent Financial GroupJul 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5287905
- Firm CRD
- 6363