Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Bretz is a financial professional with over 20 years of experience in the industry. Christian is currently registered with Newfront Retirement Services, Inc., as an Investment Advisor Representative, and holds the Series 65, Series 63, Series 26 and Series 6TO licenses. Prior to this, Christian was registered with ABD RETIREMENT SERVICES, INC. and FINANCIAL TELESIS INC. Christian has experience working with clients in the insurance and financial services industries, and has a strong focus on pension consulting. Christian is committed to providing his clients with personalized financial advice and guidance to help them 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
CA
12/03/2014 - Present
Newfront Retirement Services, Inc. (SAN FRANCISCO CA)
CA
04/07/2014 - 08/18/2021
ABD RETIREMENT SERVICES, INC. (San Francisco CA)
CA
07/23/2012 - 12/01/2014
FINANCIAL TELESIS INC (SAN FRANCISCO CA)
CA
01/21/2010 - 07/23/2012
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (SAN FRANCISCO CA)
CA
06/28/2005 - 12/31/2009
WELLS FARGO INSURANCE SERVICES INVESTMENT ADVISORS, INC. (REDWOOD CITY CA)
NY
06/14/2001 - 05/20/2005
MMC SECURITIES CORP. (NEW YORK NY)
CA
06/18/1997 - 10/13/2000
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 06/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/26/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/26/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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