Unclaimed
Christopher Michael Bastos is a registered representative of Ameriprise Financial Services, LLC. Christopher has been in the industry since May 2019 and holds a Series 7TO and Series 66 license. Christopher is registered with 19 states, including Arizona, California, Colorado, Delaware, Florida, Illinois, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, and Wisconsin. Christopher's firm is a leading financial planning and wealth management firm, with over $1 billion in assets under management. Ameriprise offers a wide range of financial services, including investment management, retirement planning, insurance, and estate planning.
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
NJ
07/19/2019 - Present
Ameriprise Financial Services, LLC (MOUNT LAUREL NJ)
BOTH
Issued 07/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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