Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Oberling is a financial advisor with Raymond James Financial Services Advisors, Inc. Chris has been in the financial services industry since 2008. Chris holds the Series 7 and Series 66 licenses and is a Certified Financial Planner. Chris has experience working with high net worth individuals, corporations, and retirement plans. Chris has been registered with Raymond James Financial Services Advisors, Inc. since 2017. Chris previously worked for Ameriprise Financial Services, Inc. from 2008 to 2017. Chris is licensed in multiple states, including Texas, Arizona, Arkansas, California, Colorado, Florida, Kansas, Mississippi, North Carolina, Oklahoma, Tennessee, Virginia, West Virginia, and Wisconsin. Chris's firm, Raymond James Financial Services Advisors, Inc., offers a wide range of financial services, including financial planning, portfolio management, and retirement 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
10/03/2017 - Present
Raymond James Financial Services Advisors, Inc. (Nacogdoches TX)
TX
10/29/2008 - 10/10/2017
AMERIPRISE FINANCIAL SERVICES, INC. (RICHARDSON TX)
TX
04/25/2008 - 08/26/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 6/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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