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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Charles Altman is a financial advisor with Cetera Investment Advisers LLC. Chris has been in the financial services industry since 1994. Chris has a wide range of experience, having previously worked at VOYA FINANCIAL ADVISORS, INC., ROYAL ALLIANCE ASSOCIATES, INC., HIGH MARK SECURITIES, INC., MEDALLION EQUITIES, INC., and WMA SECURITIES, INC.. Chris offers financial planning, pension consulting, and educational seminars to individuals, businesses, and institutions. Chris is a registered investment advisor in Florida.
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.
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
04/09/2023 - Present
Cetera Investment Advisers LLC (LAKEWOOD RANCH FL)
FL
08/28/2013 - 06/11/2021
VOYA FINANCIAL ADVISORS, INC. (Lakewood Ranch FL)
FL
08/30/2004 - 08/28/2013
ROYAL ALLIANCE ASSOCIATES, INC. (LAKELAND FL)
FL
10/08/2002 - 09/02/2004
HIGH MARK SECURITIES, INC. (LAKELAND FL)
GA
10/18/2000 - 10/15/2002
MEDALLION EQUITIES, INC. (MARIETTA GA)
GA
05/10/2000 - 10/30/2000
WMA SECURITIES, INC. (DULUTH GA)
GA
06/30/1994 - 03/28/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 05/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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