Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kari? Claim Your ProfileKari Lynne Francisco is a financial advisor who has been in the industry since 1990. Kari is currently registered with Ameriprise Financial Services, LLC. Kari has passed the Series 66, SIE, and Series 7 exams and is currently registered in Colorado. Prior to joining Ameriprise Financial Services, LLC, Kari worked at Securities America, Inc. and Ameriprise Financial Services, Inc. Kari is also involved with the community as she is a member of Faith Presbyterian Church.
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
CO
08/17/2012 - Present
Ameriprise Financial Services, LLC (COLORADO SPRINGS CO)
CO
05/17/2006 - 11/20/2008
SECURITIES AMERICA, INC. (COLORADO SPRINGS CO)
CO
10/12/1990 - 05/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (WOODLAND PARK CO)
MN
10/12/1990 - 05/17/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
12/06/1988 - 06/20/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/06/1988 - 06/20/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/21/1987 - 02/12/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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