Unclaimed
Christopher Bovard Miron is a financial advisor at Ameriprise Financial Services, LLC, based in El Segundo, California. Christopher has over 20 years of experience in the financial services industry. Christopher is a Series 7, 24, 31 and 66 licensed professional and has held previous roles at Transamerica Financial Advisors, Inc. and Morgan Stanley DW Inc. Christopher specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management services for individuals and businesses.
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
05/06/2011 - Present
Ameriprise Financial Services, LLC (El Segundo CA)
CA
10/22/2007 - 08/14/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
NY
08/28/2001 - 08/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 11/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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