Unclaimed
Christal Generoso is a financial advisor working at Ameriprise Financial Services, LLC. She has been in the industry for over 10 years, and her expertise lies in financial planning, asset allocation, and portfolio management. Christal is registered as a broker-dealer and investment advisor in several states, and she has a strong understanding of various investment products and strategies. Before joining Ameriprise Financial Services, LLC, Christal was employed at Stifel, Nicolaus & Company, Incorporated. She is committed to providing personalized and comprehensive financial advice to her clients, helping them achieve their financial goals.
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
NJ
01/17/2020 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NJ
01/10/2014 - 01/24/2020
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FLORHAM PARK NJ)
BOTH
Issued 10/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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