Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cohn is a financial advisor with Ameriprise Financial Services, LLC, working in the San Diego, CA area. Christopher has been in the financial services industry since November 2005, and joined Ameriprise Financial Services, LLC in August 2018. Previously, Christopher worked for UBS Financial Services Inc. and WELLS FARGO CLEARING SERVICES, LLC. Christopher is a Certified Financial Planner™. Christopher is licensed to provide investment advice and is registered to sell securities in 27 states and is registered as an Investment Advisor Representative in 2 states. The state of California is a home state for Christopher and the state of Texas is a resident state for Christopher.
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
CA
08/31/2018 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
05/02/2008 - 09/06/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
11/10/2005 - 05/13/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
BOTH
Issued 12/15/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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