Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Suraci is a financial advisor with Ameriprise Financial Services, LLC, with over 24 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 6, 7, 24, 63 and 65 licenses, as well as the SIE exam. Christopher's current location is the Ameriprise branch office in Wellesley, MA. Christopher's primary role at Ameriprise is to provide investment advice and financial planning services to individuals, families, and businesses. In addition, Christopher is also an independent insurance broker, working with a variety of insurance companies. Christopher's past employment history includes roles at Citizens Securities, Inc. and Fidelity Investments Institutional Services Company, Inc.
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
MA
01/20/2023 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
04/25/2002 - 01/20/2023
CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)
RI
07/02/1999 - 04/25/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/20/1997 - 11/20/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 11/29/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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