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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 Taylor is a financial advisor who has been in the industry since February 18, 2012. Christopher is currently registered with Ameriprise Financial Services, LLC and holds Series 7, Series 63, Series 65, Series 6TO and SIE licenses. Christopher has prior experience at J.P. Morgan Securities LLC and Canaccord Wealth Management. Christopher Taylor has earned the Certified Financial Planner designation. Ameriprise Financial Services, LLC has been in business since 1894 and has 13881 registered representatives. Ameriprise Financial Services, LLC offers a variety of financial planning services, including asset allocation services, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Ameriprise Financial Services, LLC also provides pension consulting.
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
TX
09/11/2015 - Present
Ameriprise Financial Services, LLC (AUSTIN TX)
TX
10/16/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (AUSTIN TX)
NA
11/06/2010 - 07/06/2011
CANACCORD WEALTH MANAGEMENT (VANCOUVER )
IA
Issued 09/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2010
Series 37 - Canada Module of the General Securities Registered Representative (With Options Questions)
Active
Inactive
F
FINRA
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