An opportunity exclusively through The Reticular Formation.
The Reticular Formation is proud to introduce you to Karen Aroety
Karen Aroety
Karen Aroety, CDFA®, CRPS®, is a Financial Advisor and Managing Director with Ameriprise Financial Services, LLC. or The Aroety Group a financial wealth advisory practice of Ameriprise Financial Services, LLC.) in New York, NY. She specializes in fee-based financial planning and asset management strategies and has been in practice for 30 years.
Karen’s Qualifications include:
CRPS® Chartered Retirement Plans Specialist℠
Life, Accident & Health Insurance
CDFA®; Certified Divorce Financial Analyst®
Prior to joining Ameriprise, Karen was Senior Vice-President, Wealth Management and Family Wealth Director at Morgan Stanley in New York from 1992 to 2019.
Since joining Ameriprise, she has won the Ameriprise Client Experience Award for the past two years in a row.
Ameriprise Financial is recognized as a leader in the investment industry, putting clients first with personalized, goal-based advice for every stage of life.
A leading financial institution with:
More than 2 million individual, business and institutional clients.
Approximately 10,000 financial advisors serving clients in the U.S.
rated 4.9 out of 5 stars in overall client satisfaction
A firm that’s strong, stable — and growing
Ameriprise manages and administers assets totaling more than $1 trillion
Ameriprise ranks as the #32 global asset manager.
Ameriprise awarded 238 grants in 28 states and Washington, D.C., impacting 77 communities across the country. Since 2009, Ameriprise employees, advisors and clients have provided more than 100 million meals and nearly 205,000 volunteer hours through its National Days of Service to support Feeding America and other hunger-relief organizations nationwide. In addition, last fall Ameriprise again matched public donations (up to $250,000) to Feeding America.
Top ratings in the investment industry, Ameriprise earned a Hearts & Wallets Top Performer recognition in:
“Unbiased and puts my interests first”
“Investment ideas knowledgeable, timely and tactical”
“Offers personal financial advice”
Ameriprise Financial :
New York Stock Exchange symbol: AMP
2020 adjusted operating results:
Net revenues: $11.8 billion Earnings: $1.8 billion
Return on equity (excl. AOCI): 30.2%
(Source: Ameriprise Financial Q4 2020 statistical supplement on ir.ameriprise.com/financial-information/quarterly-earnings-documents.)
Contact Karen today for your free consultation.
Weekly appointments are limited.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.