Loading presentation...

Present Remotely

Send the link below via email or IM


Present to your audience

Start remote presentation

  • Invited audience members will follow you as you navigate and present
  • People invited to a presentation do not need a Prezi account
  • This link expires 10 minutes after you close the presentation
  • A maximum of 30 users can follow your presentation
  • Learn more about this feature in our knowledge base article

Do you really want to delete this prezi?

Neither you, nor the coeditors you shared it with will be able to recover it again.


Ameriprise Financial

Patricia Light Neda Keshani

Trisha Bailey

on 27 April 2010

Comments (0)

Please log in to add your comment.

Report abuse

Transcript of Ameriprise Financial

Mrs. Pat Light
Client Service Coordinator Neda X. Keshani, CRPC®
Financial Advisor | Chartered Retirement Planning Couselor
Rule of 72

> Begin with the number 72
> Divide it by your rate of return — how much your investment earns in a year
> The result is the approximate number of years it will take for your money to double

9 years to double

Rate of return 8% 72
Financial position
Protection planning
Investment planning
Tax planning strategies
Retirement planning
Estate Panning strategies
The purpose of this company is to help people to invest in the future. In 15 years they believe this company will
be in the top 50 of the fortune 500
or the top of the industry Salary:
The average salary for a beginner really
depends a range would be from 28,000 to 40,000 Education:
• Four year college degree (bachelors degree)
• Series 7 License – 50% pass rate , 220-240 hours of study time over 3 weeks to 5 months, comprised of 260 questions, broken done into two- 3 hour sessions of 125 questions each with 10 guinea pig questions.
• Series 66 License – 75% pass rate, 36-50 hours of study time over 4 to 8 weeks, 100 multiple choice questions with 3- 10 guinea pig questions.
• Life, Health, Variable Annuity License – 80% pass rate, 20-40 hours of study time over 2 to four weeks, 100 multiple choice questions.
Technology used in this job:
• Microsoft powerpoint, word, excel
• Printers, fax, copy machine
• Cell phone (BlackBerry), email (Lotus Notes)
• NaviPlan – software used for financial planning
For me:
I don't think this is what I won't to be when I grow because it has alot of paper work and math and math is not one of my strongest subjects. Likes:
My likes about this job where they could get a black berry if you work hard enough and earn one. Dislike:
The thing i did dislike the most was all the paper work. Skills:
• Working well with others
• Working in a fast-paced, high-stress invoronment
• Multitasking
• Good public speaking skills
• Comprehension of complex strategies
• Mathematical skills
Employability skills:
On time, organize, focused, get along with others. Ameriprise Financial BY: Trisha Bailey
Full transcript