Unclaimed
Christopher Wrench is an investment advisor representative with Ameriprise Financial Services, LLC. Christopher has over 18 years of experience in the financial services industry. Christopher is registered to provide investment advice in North Carolina. Christopher has passed the Series 6, 7, 63, and 66 exams. Christopher is a member of the Board of Directors for Wrench.
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
TX
11/03/2023 - Present
Ameriprise Financial Services, LLC (Dallas TX)
MI
09/14/2021 - 11/03/2023
COMERICA SECURITIES (DETROIT MI)
NC
06/05/2018 - 09/02/2021
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
NC
08/22/2005 - 04/02/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
PA
08/17/2004 - 07/25/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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