Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris David Walker is a financial advisor with Ameriprise Financial Services, LLC, registered in Ohio. Chris has been in the industry since 2015. Chris holds the Series 7TO, Series 63, and Series 65 licenses. Chris has experience working with individuals, businesses, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Chris's firm specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, asset allocation services, educational seminars, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
09/18/2024 - Present
Ameriprise Financial Services, LLC (Perrysburg OH)
IA
Issued 04/05/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2023
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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