Maureen O’Neal, , MBA, CLTC, CRPC®, APMA® a Financial with Ameriprise Financial in Shreveport, recently received the Accredited Portfolio Management AdvisorSM (APMA®) designation from the College of Financial Planning.
Individuals who hold the APMA designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. O’Neal is part of Cardinaux Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.
For more information aboutCardinaux Wealth Advisors, visit the Ameriprise office at 738 N Ashley Ridge Loop, Shreveport.
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