Unclaimed
Christine Morey is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since November 25, 2009. Christine is registered in 27 states and has a Series 6, 7, 63 and 66 license. Christine has held previous roles at LPL Financial LLC and Integrity Funds Distributor, LLC. Christine specializes in asset allocation services, financial planning, pension consulting, educational seminars and portfolio management for individuals 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
ND
03/04/2021 - Present
Ameriprise Financial Services, LLC (MINOT ND)
ND
12/03/2018 - 05/02/2019
LPL FINANCIAL LLC (MINOT ND)
ND
11/04/2009 - 11/16/2018
INTEGRITY FUNDS DISTRIBUTOR, LLC (MINOT ND)
BOTH
Issued 01/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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