Unclaimed
Christine Franks is a financial advisor with Ameriprise Financial Services, LLC. She is a registered representative in Florida and Texas. Christine has been working in the financial services industry since 1994 and has held various roles at several firms, including Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., and Amsouth Investment Services, Inc. She specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Christine is committed to helping clients achieve their financial goals through personalized financial planning 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
FL
01/02/2015 - Present
Ameriprise Financial Services, LLC (CLEARWATER FL)
FL
02/13/2013 - 07/03/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
02/13/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (CLEARWATER FL)
FL
04/19/1996 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (CLEARWATER FL)
NY
07/19/1994 - 04/10/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 08/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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