Unclaimed
Christopher Squires is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since February 16, 1998. Christopher holds a Series 63, Series 65, Series 7 and Series 9 license as well as a Series 10. Christopher is registered with Ameriprise Financial Services, LLC in the states of Florida, Texas, and Virginia. Prior to joining Ameriprise, Christopher worked at LPL Financial LLC, AXA Advisors, LLC, Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., H&R Block Financial Advisors, Inc., and Charles Schwab & Co., Inc. Christopher is committed to providing his clients with personalized financial advice to help them 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
FL
10/06/2022 - Present
Ameriprise Financial Services, LLC (Melbourne FL)
FL
12/14/2016 - 07/28/2020
LPL FINANCIAL LLC (MELBOURNE FL)
FL
12/16/2011 - 12/23/2016
AXA ADVISORS, LLC (MELBOURNE FL)
FL
07/28/2008 - 12/16/2011
WELLS FARGO ADVISORS, LLC (INDIALANTIC FL)
FL
12/10/2004 - 07/30/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (MERRITT ISLAND FL)
MI
07/10/2001 - 12/15/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
02/17/1998 - 07/11/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Squires is the right advisor for you? Invested Better is here to help.