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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Porter is a financial advisor at Ameriprise Financial Services, LLC. Christopher has over 34 years of experience in the financial services industry. Christopher is registered with the state of Connecticut and holds Series 6, 7, 63, and 65 licenses. Christopher also holds the SIE exam. Christopher specializes in a wide range of financial services, including investment management, financial planning, pension consulting, and educational seminars. Christopher is committed to providing personalized financial advice to help clients achieve 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.
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CT
08/06/2024 - Present
Ameriprise Financial Services, LLC (NORTH HAVEN CT)
CT
12/18/2006 - 08/05/2024
MADISON AVENUE SECURITIES, LLC (Yalesville CT)
CT
03/12/2004 - 12/19/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (WALLINGFORD CT)
IN
03/12/2004 - 03/29/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
04/21/1989 - 03/15/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 10/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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