Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christoph? Claim Your ProfileChristoph Stapleton is a financial professional with over 30 years of experience in the financial services industry. Christoph is registered with Ameriprise Financial Services, LLC and has offices in Monterey and Marina, California. Christoph provides a wide range of financial services to individuals, families, and businesses, including financial planning, asset allocation, investment management, and retirement planning. Christoph has a strong commitment to helping clients achieve their financial goals and has a proven track record of success.
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
CA
03/11/2015 - Present
Ameriprise Financial Services, LLC (Monterey CA)
MN
11/21/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
01/25/2001 - 09/15/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
04/08/1998 - 01/30/2001
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MN
12/02/1997 - 05/18/1998
CORELINK FINANCIAL, INC. (ST. CLOUD MN)
VA
08/14/1995 - 12/15/1997
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
FL
12/13/1993 - 08/11/1994
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NJ
12/12/1990 - 02/05/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/12/1990 - 02/05/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christoph Stapleton is the right advisor for you? Invested Better is here to help.
