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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Forbes is a financial advisor at Ameriprise Financial Services, LLC, with over 15 years of experience in the industry. Christopher holds the Series 6, 7, and 63 securities licenses, along with the Series 65 investment advisor license, as well as the SIE exam credential. Christopher is also a Certified Financial Planner. Christopher has served as a financial advisor with Waddell & Reed for over 10 years before joining Ameriprise in 2021. Christopher currently provides financial advice for individuals, businesses, charitable organizations, and trusts, specializing in portfolio management, financial planning, and asset allocation.
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
IL
03/16/2021 - Present
Ameriprise Financial Services, LLC (Sugar Grove IL)
IL
08/09/2006 - 03/24/2021
WADDELL & REED (LISLE IL)
IA
Issued 08/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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