Unclaimed
Christopher Russell Svacina is a financial advisor at Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 2001. Christopher holds Series 7, 31, 63, and 65 licenses and the SIE. Christopher has previously worked at Century Securities Associates, Inc., Stifel, Nicolaus & Company, Incorporated, A. G. Edwards & Sons, Inc., and E*TRADE Securities, Inc. Christopher works with individuals, high net worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Christopher specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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
WI
06/17/2016 - Present
Ameriprise Financial Services, LLC (Brookfield WI)
WI
10/01/2009 - 06/23/2016
CENTURY SECURITIES ASSOCIATES, INC. (PEWAUKEE WI)
WI
09/15/2006 - 10/01/2009
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BROOKFIELD WI)
WI
08/24/2001 - 09/19/2006
A. G. EDWARDS & SONS, INC. (WAUESHA WI)
NJ
09/25/2000 - 05/01/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 05/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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