Unclaimed
Christine Kuri is a financial advisor with Ameriprise Financial Services, LLC, a large, well-established firm based in Minneapolis. Christine holds the Series 7 and Series 66 licenses, as well as the SIE exam, and has been in the industry since 2016. Christine’s firm focuses on working with a diverse range of clients, including high-net-worth individuals, families, and charitable organizations. Christine offers a variety of financial services, including financial planning, investment management, and pension consulting.
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
TX
06/21/2016 - Present
Ameriprise Financial Services, LLC (Austin TX)
BOTH
Issued 11/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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