Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Gerard Christenson is an advisor representative at Ameriprise Financial Services, LLC with over 25 years of experience in the financial services industry. Peter has held various positions at different firms including Ameriprise Advisor Services, Inc., UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Peter is registered in 19 states and has a variety of certifications, including Series 63, 65, 7, 9 and 10. Ameriprise Financial Services, LLC, Peter's current employer, is an independent financial services company with over 12000 investment advisor representatives nationwide.
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
CA
05/08/2019 - Present
Ameriprise Financial Services, LLC (Newport Beach CA)
CA
05/28/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (IRVINE CA)
CA
12/08/2000 - 06/04/2009
UBS FINANCIAL SERVICES INC. (BREA CA)
NY
03/07/1996 - 12/14/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/22/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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