Unclaimed
Christopher John Swanson is a financial advisor with Ameriprise Financial Services, LLC and has been working in the financial industry since 2018. Christopher is registered as a broker-dealer (Series 7) and investment advisor (Series 66). He has a wide range of investment experience, including managing individual and business portfolios, providing financial planning services, and offering asset allocation services. Christopher also offers educational seminars to help clients understand their investment options. Christopher has worked with clients from a variety of industries, including trusts and estates, insurance companies, charitable organizations, individuals, and pension and profit-sharing plans.
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
MN
01/05/2021 - Present
Ameriprise Financial Services, LLC (FERGUS FALLS MN)
BOTH
Issued 11/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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