Unclaimed
Clinton Knopp is an investment advisor representative with Ameriprise Financial Services, LLC. Clinton is based in Lake Havasu City, Arizona and is also registered in Colorado and Texas. Clinton has been in the industry since March 24, 2011. Clinton has passed the Series 66, Series 7 and SIE exams. Clinton has a previous registration with U.S. Bancorp Investments, Inc. and Edward Jones. Clinton's specialties include asset allocation, financial planning, pension consulting, educational seminars, and publication of periodicals.
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
AZ
09/19/2022 - Present
Ameriprise Financial Services, LLC (Lake Havasu City AZ)
CO
01/05/2015 - 09/22/2022
U.S. BANCORP INVESTMENTS, INC. (GRAND JUNCTION CO)
CO
03/25/2011 - 01/06/2015
EDWARD JONES (GRAND JUNCTION CO)
BOTH
Issued 04/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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