Unclaimed
Kristen Salt is a financial advisor with Ameriprise Financial Services, LLC. Kristen has been in the financial services industry since August 1993 and is licensed in 30 states. Kristen has also been registered as an Investment Advisor Representative since 2022. Kristen has worked for IDS LIFE INSURANCE COMPANY and Ameriprise Financial Services, Inc. in the past. Kristen holds Series 7, Series 24, and Series 63 licenses. Kristen also holds the SIE certification. Kristen specializes in providing financial planning, asset allocation services, educational seminars, portfolio management for individuals and businesses, and pension consulting 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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2
OR
02/01/2022 - Present
Ameriprise Financial Services, LLC (PORTLAND OR)
MN
09/01/1993 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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