Unclaimed
Christopher Adkins is an investment advisor representative at Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 2009. Christopher holds Series 6, 7, 63, and 66 securities licenses. Christopher also holds the Securities Industry Essentials Examination (SIE). Christopher is registered to provide investment advice in California, Florida, Maryland, Michigan, Minnesota, New Jersey, Ohio, South Carolina, Tennessee, Virginia, West Virginia and Wisconsin. Christopher has previously been registered with U.S. BANCORP INVESTMENTS, INC. and PNC INVESTMENTS. Christopher provides advisory services such as asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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
OH
03/27/2017 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
07/26/2011 - 03/27/2017
U.S. BANCORP INVESTMENTS, INC. (COLUMBUS OH)
OH
01/03/2011 - 07/20/2011
PNC INVESTMENTS (COLUMBUS OH)
OH
11/13/2009 - 12/11/2009
PNC INVESTMENTS (PATASKALA OH)
OH
04/14/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (PATASKALA OH)
BOTH
Issued 11/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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