Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristopher? Claim Your ProfileKristopher Wall is an experienced financial professional with over 20 years of experience in the financial services industry. Wall is currently a registered representative with Ameriprise Financial Services, LLC. Before joining Ameriprise Financial Services, LLC, Kristopher worked at STIFEL, NICOLAUS & COMPANY, INCORPORATED. Wall holds a variety of licenses and certifications, including Series 7, Series 31, and Series 66. Wall's expertise includes asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both individuals and businesses.
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
FL
01/27/2023 - Present
Ameriprise Financial Services, LLC (PALM BEACH GARDENS FL)
FL
01/07/2009 - 01/26/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PALM BEACH GARDENS FL)
FL
01/01/2008 - 01/23/2009
WACHOVIA SECURITIES, LLC (BOYNTON BEACH FL)
FL
11/30/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BOYNTON BEACH FL)
BOTH
Issued 04/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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