Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristos? Claim Your ProfileKristos Pericleous is a financial advisor at Ameriprise Financial Services, LLC with over 10 years of experience in the industry. Kristos Pericleous has been registered with FINRA since December 2017 and is currently licensed to provide financial advice in 14 states. The advisor's areas of specialization include retirement planning, insurance, college savings, estate planning, and investments. Ameriprise Financial Services, LLC is a large firm with over $1 trillion in assets under management and offers a wide range of financial services to individual and institutional clients. Kristos Pericleous and Ameriprise Financial Services, LLC focus on providing clients with personalized financial advice and investment strategies that are designed to meet their unique needs and goals.
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
OH
12/06/2023 - Present
Ameriprise Financial Services, LLC (MIAMISBURG OH)
BOTH
Issued 08/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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