Unclaimed
Kristen Center is a registered representative and investment advisor representative with Ameriprise Financial Services, LLC. Kristen has been in the financial services industry since January 26, 2020. Kristen is licensed to provide financial services in South Carolina and has passed the Series 66, Series 7, and SIE exams. Kristen specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kristen works at the Ameriprise Financial Services, LLC branch office located in Greenville, South Carolina.
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.
1
2
SC
10/05/2021 - Present
Ameriprise Financial Services, LLC (Greenville SC)
BOTH
Issued 09/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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