Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jacobi is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been working in the financial industry since 1987. Christopher is licensed in Alabama, Florida, Georgia, Mississippi, Texas, and is registered with FINRA and the SEC. Christopher specializes in providing financial planning, portfolio management, asset allocation, and educational seminars. Christopher also provides services to trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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
06/03/2009 - Present
Ameriprise Financial Services, LLC (PENSACOLA FL)
FL
11/25/2002 - 04/21/2009
WACHOVIA SECURITIES, LLC (DESTIN FL)
AL
02/06/2001 - 11/11/2002
NBC SECURITIES, INC. (BIRMINGHAM AL)
NY
09/06/1994 - 02/16/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
10/10/1990 - 08/23/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/29/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
CO
08/15/1990 - 10/11/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 05/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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