Unclaimed
Christopher Walz is a financial advisor at Ameriprise Financial Services, LLC. Christopher has been working in the financial services industry since August 2011. He is licensed to provide financial advice in 53 states and holds a Series 7, Series 63, and SIE licenses. Christopher is registered with FINRA as a Registered Representative. He specializes in providing financial advice for individuals, businesses, trusts, and estates. Christopher also specializes in financial planning, asset allocation services, pension consulting, and educational seminars.
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
MN
01/31/2014 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
BC
Issued 08/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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