Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Patel is a registered representative with Ameriprise Financial Services, LLC. Christina has been in the industry since April 17, 2017. Christina is licensed to sell securities in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kentucky, Massachusetts, Minnesota, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Christina has passed the Uniform Combined State Law Examination (Series 66), Securities Industry Essentials Examination (SIE) and General Securities Representative Examination (Series 7). Christina is also a registered investment advisor in California and Texas. Ameriprise Financial Services, LLC is an investment firm that provides a wide range of financial products and services to individuals, families, and businesses.
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
CA
05/04/2018 - Present
Ameriprise Financial Services, LLC (REDWOOD CITY CA)
BOTH
Issued 09/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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