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Our financial advice team


Shrinivas Penugonda, Financial Advisor serving the Blue Bell, PA area - Ameriprise Advisors

Shrinivas Penugonda

MBA, CRPC, APMA

Financial Advisor

Next Level Financial Advisors
30
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 3 reviews

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

Areas of focus

  • Employee Stock Options
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 63, 65
  • Life Insurance - PA, NJ

Education

  • Wilkes University (Wilkes-Barre, PA) - Masters of Business Administration in Finance
  • Osmania University (India) - Bachelors of Science in Chemistry
  • AP Residential Junior College (India) - Intermediate degree in Biology, Physics, Chemistry

Awards & recognition

  • Five Star Wealth Manager, 2018

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc. November 2002- Present, Greater Philadelphia, 13
  • Vice President, Morgan Stanley Wealth Management, January 1998 – October 2002, Wayne, PA, 5
  • Financial Advisor, Merrill Lynch, October 1993 – December 1997, Wayne, PA, 4
  • Assistant Professor, Wilkes University, September 1987 – October 1993, Wilkes Barre, PA, 6

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

* TELUGA ASSOCIATION OF GREATER DELAWARE VALLEY

I'm looking forward to this weekend! The TAGDV 45th Ugadi/Annual Function and 25th Cultural Competitions will be celebrated on May 12th at Souderton Area High School 625 Lower Rd, Souderton, PA 18964 from 10AM to 10PM.

Interests

  • Spending time with family
  • Tennis
  • Reading
  • Fluent in the Hindi language