Victoria Ruby Morales
Investment adviser representative at Ameriprise Financial Services, LLC
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Ameriprise Financial Services, LLC.Jul 2022 to now
- Ameriprise FinancialJul 2022 to Jul 2022
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Edward JonesAug 2018 to Jul 2022
- JcpennyJul 2018 to Aug 2018
- Texas State UniversityAug 2017 to Aug 2021
- Abercrombie & FitchAug 2017 to Aug 2018
- Ymca of Greater HoustonMay 2015 to Apr 2017
- Deer Park High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 6992691
- Firm CRD
- 6363