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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Helmick is a financial advisor at Raymond James Financial Services Advisors, Inc. Christopher has been in the industry for over 5 years. Christopher has a Series 7TO, Series 66, and SIE licenses. Christopher has experience working with a variety of clients including high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Christopher's current firm offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Christopher is based in Wichita, KS and has been registered in Kansas since 2023. Christopher also works as a business owner for Custom Alluring Homes LLC, an independent contractor for Converse Financial Advisory, LLC and an associate for Keating & Associates Inc. Christopher is a dedicated financial advisor who is committed to helping their clients reach 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
09/21/2023 - Present
Raymond James Financial Services Advisors, Inc. (Wichita KS)
MO
11/08/2022 - 01/25/2023
WELLS FARGO CLEARING SERVICES, LLC (FRONTENAC MO)
KS
11/24/2018 - 07/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA KS)
BOTH
Issued 02/12/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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