Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Childress is a financial advisor registered with Ameriprise Financial Services, LLC and has been in the industry since 2002. James holds registrations in multiple states and has passed the Series 7, Series 66 and SIE exams. James has previously worked for IDS LIFE INSURANCE COMPANY. James is also a licensed real estate broker and independent insurance broker, specializing in fixed annuities. The advisor works primarily with high-net-worth individuals and institutions, trusts, and estates. Ameriprise Financial Services, LLC is a financial services firm with over 10,000 financial advisors across the country. Ameriprise Financial Services, LLC offers a variety of financial planning and investment management services to individual and institutional clients. The firm specializes in asset allocation, retirement planning, and investment management services.
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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KY
06/26/2015 - Present
Ameriprise Financial Services, LLC (LOUISVILLE KY)
MN
03/15/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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