Unclaimed
Christian Stoltz has been in the financial services industry since 1994. Christian is currently a Registered Representative at Centaurus Financial, Inc. Christian has previous experience with other firms such as Questar Capital Corporation, USAllianz Securities, Inc., Jefferson Pilot Securities Corporation, Jefferson-Pilot Investor Services, Inc., and Pruco Securities Corporation. Christian holds the Series 6, 7, 63, and SIE licenses. Christian specializes in providing financial planning and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
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.
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.
1
2
PA
04/23/2008 - Present
Centaurus Financial, Inc. (FORTY FORT PA)
PA
12/01/2006 - 01/03/2007
QUESTAR CAPITAL CORPORATION (MOUNTAIN TOP PA)
PA
09/01/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (MOUNTAIN TOP PA)
IN
10/01/1997 - 08/11/2004
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
08/27/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
NJ
01/13/1994 - 09/30/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 01/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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