Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Koppelman is a financial advisor with over 20 years of experience in the financial services industry. He is registered with Cetera Investment Advisers LLC, a firm that provides investment advisory services to a range of clients, including individuals, corporations, and charitable organizations. Christopher has a broad range of experience in various aspects of financial planning, including investment management, retirement planning, and insurance. He is a Chartered Financial Analyst (CFA), which demonstrates his commitment to professional development and his expertise in financial analysis. Prior to joining Cetera, Christopher held positions at other well-known firms including Securian Financial Services, Inc., CRI Securities, LLC, and RBC Capital Markets, LLC. As a financial advisor at Cetera, Christopher helps clients understand their financial goals and develop personalized strategies to achieve them. He is committed to providing clients with the guidance and support they need to make informed decisions about their financial future.
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.
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
MN
08/10/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
02/01/2018 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/01/2018 - 10/19/2021
CRI SECURITIES, LLC (MINNEAPOLIS MN)
MN
12/19/2001 - 01/03/2018
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MO
07/12/2000 - 11/05/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 08/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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