Unclaimed
Christopher Alan Fuss is an investment advisor representative with Fisher Investments. Christopher has been in the financial services industry for over 25 years and has experience working with a variety of clients, including individuals, families, trusts, corporations, and retirement plans. Christopher holds a Series 7, 52, 53, 63, and 65 licenses, and is registered with the state of Florida and Texas. Christopher provides portfolio management, financial planning, and portfolio assessment services. Christopher was previously employed by The Jeffrey Matthews Financial Group LLC, Raymond James & Associates, Inc., Stephens Inc., RBC Dain Rauscher Inc., William R. Hough & Co., and Quick & Reilly, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
06/09/2022 - Present
Fisher Investments (PLANO TX)
FL
07/02/2014 - 02/25/2022
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (St. Pete Beach FL)
FL
01/09/2008 - 02/27/2013
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
03/11/2004 - 03/05/2007
STEPHENS INC. (ST PETERSBURG FL)
NY
02/27/2004 - 03/30/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
FL
03/03/1998 - 02/27/2004
WILLIAM R. HOUGH & CO. (ST. PETERSBURG FL)
NY
05/01/1995 - 09/20/1996
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 06/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/16/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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