Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Felix is a registered representative and investment advisor representative with Bolton Securities Corp., with over 16 years of experience in the financial services industry. Christian is also a Managing Partner at Bolton Global Asset Management, doing business as Elite Global Advisors. Prior to joining Bolton Securities Corp., Christian was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christian holds Series 7 and 66 licenses as well as the SIE exam, and is registered in Florida, Louisiana and Nevada. Christian is a specialist in portfolio management for businesses and individuals and provides financial planning services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
01/24/2017 - Present
Bolton Securities Corp. (BOLTON MA)
FL
06/17/2010 - 12/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
BOTH
Issued 07/22/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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