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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 Jacoby is a financial advisor with Ameriprise Financial Services, LLC in Wichita, Kansas. Christopher has been in the industry since September 2006 and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Christopher holds several licenses and designations, including Series 6, 7, 24, 63 and 66. Christopher is a member of the Ameriprise Financial Services, LLC team, and is committed to providing personalized financial advice and planning services to help individuals and families reach their financial goals.
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
KS
06/23/2023 - Present
Ameriprise Financial Services, LLC (WICHITA KS)
KS
05/29/2018 - 12/10/2018
WADDELL & REED (WICHITA KS)
KS
10/19/2006 - 06/12/2018
NYLIFE SECURITIES LLC (WICHITA KS)
NC
06/02/2006 - 09/13/2006
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BOTH
Issued 03/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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