Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Athey is an Investment Advisor Representative registered with Edelman Financial Engines. Chris is licensed in Missouri and Texas. Chris's office is located in Kansas City, Missouri. Chris Athey has been in the financial industry since March 2008. Chris holds a Series 65 license. Chris also owns a rental property located in Kansas City, Missouri.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MO
11/30/2016 - Present
Edelman Financial Engines (KANSAS CITY MO)
IA
Issued 10/31/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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