Unclaimed
Christopher Grella is an advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 1995 and has a Series 7, Series 63 and SIE securities license, as well as a Certified Financial Planner designation. Christopher has worked with Metlife Securities Inc., Raymond James Financial Services, Inc., Janney Montgomery Scott LLC, Dean Witter Reynolds Inc. and Oppenheimer & Co., Inc. Christopher is registered in 13 states and the District of Columbia.
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
04/15/2016 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NY
10/26/2011 - 04/12/2016
METLIFE SECURITIES INC. (NEW YORK NY)
NY
07/11/2003 - 10/26/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
PA
02/16/1999 - 08/05/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
09/05/1995 - 02/16/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
05/19/1995 - 10/12/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 06/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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