Unclaimed
Chris Rebich is an Investment Advisor Representative at Toro West Capital Advisors. Chris has been in the industry for over 20 years and has a deep understanding of the financial markets. Chris is passionate about helping individuals and families achieve their financial goals. Chris is a registered Investment Advisor Representative in Colorado. Chris holds Series 63, 65, 66 and 7 licenses. Chris previously worked at Crestone Securities LLC and Aveo Capital Partners, LLC. Chris's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers. Chris has a strong commitment to providing personalized service to each of his 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.
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
CO
07/09/2024 - Present
Toro West Capital Advisors (LOUISVILLE CO)
CO
02/16/2001 - 11/21/2005
CRESTONE SECURITIES LLC (BOULDER CO)
IA
Issued 03/15/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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