Unclaimed
Christian Fontanez-Virella is a financial advisor at Ameriprise Financial Services, LLC with over 5 years of experience in the financial industry. Christian is a registered representative in Georgia and Texas, and is licensed to offer investment advice and securities products. Christian specializes in providing financial planning, portfolio management, and asset allocation services to a wide range of clients, including individuals, families, businesses, trusts, estates, charitable organizations, and pension plans. Christian is committed to helping clients achieve their financial goals by providing personalized advice and strategies.
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.
1
2
GA
12/26/2024 - Present
Ameriprise Financial Services, LLC (COLUMBUS GA)
GA
08/29/2023 - 04/22/2024
EQUITABLE ADVISORS, LLC (ATLANTA GA)
BOTH
Issued 07/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christian Fontanez-virella is the right advisor for you? Invested Better is here to help.