Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Morin is a financial advisor based in Coeur D Alene, Idaho. Chris is registered with PFG Advisors and has been in the financial services industry since 2007. Chris also has registrations in Washington, Montana, and Idaho for both Broker Check and Investment Advisor Check. Chris has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Chris's specialties include financial planning, pension consulting, and portfolio management for individuals. Chris also works with clients on insurance planning.
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.
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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ID
03/15/2024 - Present
PFG Advisors (Coeur D Alene ID)
WA
03/15/2024 - 06/14/2024
SECURITIES AMERICA, INC. (SPOKANE WA)
ID
12/04/2020 - 03/20/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Meridian ID)
MT
11/29/2016 - 01/22/2021
LPL FINANCIAL LLC (MISSOULA MT)
MT
09/23/2015 - 11/29/2016
CETERA INVESTMENT SERVICES LLC (MISSOULA MT)
MT
01/03/2011 - 10/14/2015
WELLS FARGO ADVISORS, LLC (MISSOULA MT)
MT
04/18/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MISSOULA MT)
MT
07/26/2007 - 02/14/2008
EDWARD JONES (POLSON MT)
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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