Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cabri is a financial advisor with over 25 years of experience in the industry. Christopher currently works with Wells Fargo Clearing Services, LLC and has a wide range of experience in providing investment advice and financial planning services. Christopher holds a Series 63, Series 65, and Series 7 license as well as the SIE. Christopher has previously worked with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Christopher's expertise is in working with high-net-worth individuals, corporations, and charitable organizations, assisting them with a variety of investment and financial planning needs. Christopher is committed to providing clients with personalized financial guidance and helping them 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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
10/13/2021 - Present
Wells Fargo Clearing Services, LLC (GREENWOOD SC)
SC
06/20/1997 - 10/23/2020
AMERIPRISE FINANCIAL SERVICES, LLC (GREENWOOD SC)
MN
06/20/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/09/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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