Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chris? Claim Your ProfileChris Marovich is a financial professional with over 25 years of experience in the industry. Chris is a registered representative with Cambridge Investment Research Advisors, Inc., and has been with the firm since October 2015. Prior to that, Chris was a financial advisor with LPL FINANCIAL LLC. Chris holds a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Chris provides financial planning, investment management, and retirement planning services to individuals, families, and businesses. Chris is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
10/01/2015 - Present
Cambridge Investment Research Advisors, Inc. (Rocklin CA)
CA
09/12/2014 - 10/20/2015
LPL FINANCIAL LLC (ROSEVILLE CA)
CA
07/23/2007 - 09/12/2014
FINANCIAL TELESIS INC (ROSEVILLE CA)
CA
04/28/2003 - 06/11/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (SAN MATEO CA)
MA
02/15/2001 - 10/29/2002
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
MA
01/23/1996 - 01/26/2001
MANEQUITY, INC. (BOSTON MA)
CO
08/23/1994 - 01/01/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
IA
Issued 10/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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