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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 Bodkin Copenhaver is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial industry for over 20 years. He is licensed to provide investment advice in New York and Texas. Christopher holds the Series 7, Series 63, and Series 65 licenses. He is also a Certified Financial Planner. Christopher has experience providing financial planning services to a wide range of clients, including high-net-worth individuals, families, and businesses. He specializes in retirement planning, investment management, and insurance. He is committed to helping his clients achieve their financial goals.
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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NY
09/07/2011 - Present
Ameriprise Financial Services, LLC (Purchase NY)
MA
11/27/2007 - 07/23/2009
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/23/2001 - 10/08/2007
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
05/23/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/09/2000 - 02/20/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 12/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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