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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 Jerome Cataldi is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since May 1985 and has been with Ameriprise Financial Services, LLC since September 2005. Christopher has a strong background in investments and financial planning, and is committed to helping clients achieve their financial goals. Christopher holds a Series 6, 7, 22 and 66 license, and has extensive experience in the financial services industry.
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
CA
12/15/1997 - Present
Ameriprise Financial Services, LLC (REDONDO BEACH CA)
MN
05/30/1985 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
05/30/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BOTH
Issued 03/22/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/29/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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