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Our financial advice team


Ipcit H Shah, Private Wealth Advisor serving the Raleigh, NC area - Ameriprise Advisors

Ipcit H Shah

Private Wealth Advisor

Ipcit Wealth Management Group
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 26 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Insurance
  • Sustainable and Responsible Investing
  • Investment Management
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Awards & recognition

  • Ameriprise Circle of Success, 2017

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Photography, Books and Movies, Golf, Travel