Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Erbeck is a financial advisor at Ameriprise Financial Services, LLC. Christopher has been in the industry since January 21, 2000. Christopher has been registered with Ameriprise Financial Services, LLC since April 29, 2009. Previously, Christopher was registered with Wells Fargo Clearing Services, LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc., Ameriprise Financial Services, Inc., Morgan Stanley & Co. Incorporated, Foreside Fund Services, LLC, Credit Suisse Asset Management Securities, Inc., Federated Securities Corp., Pilgrim Securities, Inc., Northstar Distributors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and McLaughlin, Piven, Vogel Securities, Inc. Christopher holds the following licenses: Series 6, Series 7, Series 31, Series 63, Series 65, Series 79TO, and SIE. Christopher specializes in financial planning, portfolio management for businesses, and portfolio management for 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.
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2
FL
03/28/2024 - Present
Ameriprise Financial Services, LLC (Sarasota FL)
FL
04/09/2013 - 08/22/2019
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
02/13/2013 - 04/12/2013
RAYMOND JAMES & ASSOCIATES, INC. (SARASOTA FL)
FL
11/23/2009 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (SARASOTA FL)
FL
04/29/2009 - 11/25/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SARASOTA FL)
NJ
02/05/2008 - 04/18/2008
MORGAN STANLEY & CO. INCORPORATED (TOMS RIVER NJ)
ME
02/22/2007 - 10/18/2007
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
NY
02/27/2002 - 01/05/2005
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
PA
02/02/2000 - 09/18/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
CT
11/16/1999 - 11/18/1999
PILGRIM SECURITIES, INC. (WINDSOR CT)
CT
12/03/1998 - 11/16/1999
NORTHSTAR DISTRIBUTORS, INC. (STAMFORD CT)
NY
06/07/1995 - 06/30/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/12/1994 - 04/03/1995
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 03/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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