Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Balka is an investment advisor representative at Sowell Management. Chris has been in the industry since 1995 and has a strong background in financial planning and portfolio management. Chris holds Series 7, 63 and 65 licenses. Chris has experience working with individual investors, high net worth individuals, businesses, and pension and profit sharing plans. Sowell Management provides financial planning and portfolio management services to individual and institutional clients.
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.
Helps you choose top advisors aligned with your financial goals.
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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WA
07/18/2017 - Present
Sowell Management (Seattle WA)
WA
02/07/1995 - 05/19/2009
CITIGROUP GLOBAL MARKETS INC. (SEATTLE WA)
IA
Issued 02/17/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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