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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy Christensen is a financial advisor at Ameriprise Financial Services, LLC, a firm with over $479 billion in regulatory assets under management. Jeremy is registered with the Securities and Exchange Commission (SEC) and has been in the financial services industry since 1995. He is licensed in 28 states and has earned a variety of industry certifications, including the Series 3, 7, 10, 31 and 65 licenses. Jeremy specializes in providing asset allocation services, financial planning, and portfolio management to a variety of clients, including high-net-worth individuals, families, and corporations.
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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2
MN
09/10/2021 - Present
Ameriprise Financial Services, LLC (EDINA MN)
MN
06/16/2006 - 09/13/2021
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
12/05/1995 - 06/22/2006
PIPER JAFFRAY & CO. (BLOOMINGTON MN)
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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