Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Steven Monroe is a financial professional with over 20 years of experience in the industry. Christopher has held positions at several firms, including Ameriprise Financial Services, Inc., IDS Life Insurance Company, SIA Securities Corporation, and Dean Witter Reynolds Inc. Currently, Christopher is registered with Ameriprise Financial Services, LLC and American Enterprise Investment Services Inc. Christopher offers a variety of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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
MN
03/20/2024 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
07/13/2000 - 01/29/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/13/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
03/09/2000 - 06/13/2000
SIA SECURITIES CORPORATION (MINNEAPOLIS MN)
NY
09/29/1998 - 05/10/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2024
Series 99TO - Operations Professional Examination
BC
Issued 02/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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