Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Arthur Sulmasy is a registered investment advisor representative with Capital Analysts. Christian has been in the industry for over 13 years. Christian is licensed in 21 states and specializes in providing investment advisory services to individuals, businesses and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
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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MA
03/18/2014 - Present
Capital Analysts (Amherst MA)
IA
Issued 03/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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