Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris R. Counce is a financial advisor who has been in the industry since 1993. Chris has worked with Cetera Investment Advisers LLC since 2023 and previously worked with Voya Financial Advisors, Inc. for six years. Chris holds a variety of licenses and certifications, including Series 7, 63, 66, 24 and 53. Chris is committed to providing clients with personalized financial advice and guidance. Chris works with a range of clients, including individuals, families, businesses, and charitable organizations. Chris also specializes in providing financial planning, investment management, and retirement planning services. In addition to working with Cetera Investment Advisers LLC, Chris also runs a side business offering portfolio management and coaching services through Altitude Investment Management, LLC.
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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (LAKEWOOD CO)
CO
05/07/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
NM
02/20/2015 - 04/06/2015
BBVA SECURITIES INC. (ALBUQUERQUE NM)
CA
08/12/2006 - 01/21/2015
BANCWEST INVESTMENT SERVICES, INC. (LOS ANGELES CA)
CO
07/10/2003 - 08/12/2006
INVEST FINANCIAL CORPORATION (DENVER CO)
CA
01/03/2002 - 07/10/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NJ
01/20/2000 - 12/21/2001
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MO
04/04/1997 - 10/15/1999
MAGNA INVESTMENTS (ST. LOUIS MO)
NY
06/22/1993 - 04/08/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
11/16/1992 - 04/01/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/08/1992 - 09/17/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 04/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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