Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lloyd Carlson is a financial advisor with U.S. Bancorp Investments, Inc., located in Minneapolis, Minnesota. Christopher has been in the financial industry since 1991. Christopher is a Series 7, 9, 10, 24, 63 and 65 licensed advisor.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MN
06/24/2020 - Present
U.s. Bancorp Investments, Inc. (Minneapolis MN)
MN
06/21/2006 - 06/08/2020
ROYAL ALLIANCE ASSOCIATES, INC. (MINNEAPOLIS MN)
MN
01/28/2004 - 06/15/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (WOODBURY MN)
IA
04/02/1999 - 01/30/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IL
03/11/1998 - 04/07/1999
GATEWAY INVESTMENT SERVICES, INC. (OAK PARK IL)
IL
04/01/1997 - 12/22/1997
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
OR
11/08/1995 - 04/03/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MN
11/30/1993 - 08/31/1995
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MN
06/19/1991 - 07/21/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/19/1991 - 07/21/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/24/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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