Unclaimed
Christopher Byfield is a registered investment advisor representative with Diversified Financial. Christopher has been in the financial services industry since April 2009 and has experience in providing financial advice and planning. Christopher also works as an insurance agent for clients seeking insurance policies. Christopher holds a Series 7, Series 66 and Series 24 license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/30/2012 - Present
Diversified Financial (SCOTTS VALLEY CA)
CA
04/24/2009 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SCOTTS VALLEY CA)
BOTH
Issued 07/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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