Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Reed is a financial advisor with Ameriprise Financial Services, LLC, based in Edgartown, MA. Christopher has been in the financial services industry for over 35 years. Christopher has held prior roles with Columbia Management Investment Distributors, Inc., Columbia Management Distributors, Inc., Colonial Investment Services, and Colonial Investment Services, Inc. Christopher's primary registration is with the state of Maine. Christopher is also registered in several other states, including Massachusetts, Arizona, Florida, New York, North Carolina, Pennsylvania, Rhode Island and Virginia. Christopher holds licenses to sell securities and provide investment advice. Christopher specializes in portfolio management, financial planning, and pension consulting. Christopher's experience and dedication to providing personalized financial guidance, combined with the resources of Ameriprise Financial Services, LLC, make Christopher a valuable resource for individuals and families seeking to 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.
1
2
MA
04/01/2021 - Present
Ameriprise Financial Services, LLC (KINGSTON MA)
MA
05/01/2010 - 02/08/2021
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/01/1995 - 05/01/2010
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
NA
02/02/1990 - 03/01/1995
COLONIAL INVESTMENT SERVICES
NA
01/19/1987 - 02/02/1990
COLONIAL INVESTMENT SERVICES, INC.
IA
Issued 06/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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