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 Cetera Investment Advisers LLC, based in Minneapolis, MN. Christopher has over 23 years of experience in the financial services industry. Christopher holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE exam. Christopher is also a Chartered Financial Analyst (CFA). In addition to his role at Cetera Investment Advisers LLC, Christopher also works as an agent for North Star Resource Group, an insurance company.
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 8/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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