Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kennedy is a financial advisor registered in Wisconsin. Christine has been in the financial industry since 2009. Christine has experience with Ameriprise Financial Services, LLC, Morgan Stanley, Wells Fargo Advisors, LLC, UBS Financial Services Inc., and Citigroup Global Markets Inc.. Christine holds Series 63, 66 and 7 licenses. Christine is affiliated with Ameriprise Financial Services, LLC. Ameriprise Financial Services, LLC is a registered investment adviser with assets under management between $1 billion and $10 billion.
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
FL
10/28/2021 - Present
Ameriprise Financial Services, LLC (TEQUESTA FL)
WI
10/03/2020 - 06/08/2021
MORGAN STANLEY (Waukesha WI)
WI
09/08/2010 - 03/09/2015
WELLS FARGO ADVISORS, LLC (DELAFIELD WI)
WI
08/31/2007 - 09/16/2010
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
WI
05/17/2004 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (WAUKESHA WI)
FL
10/10/2003 - 05/07/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/11/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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