Christine MoreyCRD Number: 5725467
Current Firm: Ameriprise Financial Services, LLC
Christine Morey (CRD# 5725467) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Minot, ND and has over 12 years of experience in the finance industry.
Securities America Advisors, Inc.
Mml Investors Services, LLC
Ameriprise Financial Services, LLC
|Ameriprise Financial Services, Inc.||Minot, ND||May 2019 - Current||3|
|Lpl Financial LLC||Minot, ND||Dec 2018 - Apr 2019||< 1|
|Gate City Bank||Minot, ND||Nov 2018 - Apr 2019||< 1|
|Integrity Funds Distributor, LLC||Minot, ND||Oct 2009 - Nov 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2010|
|S66||NASAA Uniform Combined State Law Examination||Jan 2019|
Total Assets Under Management458,068MILLIONS
Total Number of Accounts1,860,870ACCOUNTS
Average Account Value$246,158
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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