Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Frederick Halkias is a financial advisor with Planmember Securities Corp. Christian is a registered representative in the state of California. Christian has been in the financial services industry since 2004. In addition to being a financial advisor, Christian also holds a Series 24 license, which is a principal’s license. Christian has also worked for Jack White & Company, Inc., TD Waterhouse Investor Services, Inc., and Zecco Trading, Inc.
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.
Provides investment supervisory services
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.
1
2
CA
06/03/2013 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
03/07/2008 - 09/28/2012
ZECCO TRADING, INC. (GLENDALE CA)
NE
06/01/1998 - 03/11/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
05/15/1998 - 06/01/1998
JACK WHITE & COMPANY, INC.
BC
Issued 03/22/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2008
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christian Halkias is the right advisor for you? Invested Better is here to help.
