Unclaimed
James Allen Christiansen is a financial advisor with Ameriprise Financial Services, LLC. James has been in the financial services industry since 1981 and holds a Series 6, 7, 22, and SIE licenses, in addition to the Series 63. James is registered with the state of Texas and is licensed to offer investment advice and products in California. James also has experience with IDS Life Insurance Company and IDS Financial Services Inc..
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
CA
09/23/2010 - Present
Ameriprise Financial Services, LLC (Arcadia CA)
MN
11/15/1981 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/10/1983 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/09/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/14/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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