Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Emmanuel Cruz is a registered investment advisor representative with Canterbury Consulting Inc. Christian holds the Series 65 license. Christian has worked at Canterbury Consulting since July 2018. Christian has experience at Beacon Economics and the University of California, Irvine. Canterbury Consulting Inc. is an investment advisor that provides financial services to individuals, high-net-worth individuals, charitable organizations, pooled investment vehicles, and pension and profit-sharing 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
08/31/2020 - Present
Canterbury Consulting Inc. (NEWPORT BEACH CA)
IA
Issued 08/29/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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