Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Strauss O'Dwyer is a financial advisor with Innovest Portfolio Solutions LLC. Christian has been in the financial services industry since 2011. Christian is registered in Arizona, California, Colorado, Florida and Texas. Christian has earned the Series 7, 63, 65, 56 and 44 licenses. Christian is also a Chartered Financial Analyst (CFA). Innovest Portfolio Solutions LLC specializes in portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides pension consulting and educational seminars.
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.
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.
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2
CO
12/15/2023 - Present
Innovest Portfolio Solutions LLC (DENVER CO)
CO
04/19/2022 - 09/05/2023
BOK FINANCIAL SECURITIES, INC. (Denver CO)
CO
11/21/2019 - 04/12/2022
UBS FINANCIAL SERVICES INC. (DENVER CO)
IL
03/08/2011 - 03/06/2014
SPOT TRADING L.L.C. (CHICAGO IL)
BC
Issued 12/16/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2011
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 03/10/2011
Series 44 - PCX Market Maker Exam
Active
Inactive
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