Unclaimed
Christine Purser is a financial advisor with Ameriprise Financial Services, LLC, and has over 15 years of experience in the financial services industry. Christine is registered with the state of Florida, Illinois, and Wisconsin. Christine has a Series 7 and Series 66 license and has passed the SIE exam. Christine works with a variety of clients, including individuals, families, businesses, and trusts. Christine specializes in financial planning, investment management, and retirement planning. Christine has a dedicated focus on supporting her clients' financial goals, including helping them plan for retirement, save for their children's education, and manage their investments.
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
06/09/2009 - Present
Ameriprise Financial Services, LLC (Osprey FL)
BOTH
Issued 01/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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