Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristeena? Claim Your ProfileKristeena Brown is a financial advisor at Ameriprise Financial Services, LLC. Kristeena has been in the industry since October 1, 2014. Kristeena has a Series 6, Series 7TO, Series 63 and SIE license. Before working at Ameriprise Financial Services, LLC, Kristeena worked at J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Ameriprise Financial Services, LLC is a large financial firm based in Minneapolis, Minnesota. The firm manages over $479 Billion in client assets and offers a wide range of financial services to individuals, businesses, and institutions.
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
GA
03/14/2024 - Present
Ameriprise Financial Services, LLC (Atlanta GA)
GA
10/01/2012 - 04/12/2019
J.P. MORGAN SECURITIES LLC (Norcross GA)
GA
10/30/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ATLANTA GA)
BC
Issued 11/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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