Unclaimed
Christian Cummins is an active advisor registered with the state of Indiana and Raymond James Financial Services Advisors, Inc. Christian has over 2 years of experience in the financial services industry. Christian is also registered with the state of Florida. Christian’s areas of specialization include: financial planning, investment management, and retirement planning. Christian works with a variety of clients, including individuals, families, and businesses. Christian has a strong commitment to helping clients 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.
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
IN
09/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (FORT WAYNE IN)
FL
02/11/2022 - 11/06/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
IA
Issued 08/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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