Unclaimed
Christopher Alan Kolososki is a registered representative with Stifel, Nicolaus & Company, Inc., licensed in Illinois and Texas. Christopher has been in the industry since 2002 and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Morgan Stanley, Citigroup Global Markets Inc., Quest Capital Strategies, Inc. and Enterprise Fund Distributors, Inc. Christopher holds a Series 6, 7, 9, 10, 31, 63 and 65 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/02/2024 - Present
Stifel, Nicolaus & Company, Inc. (LAKE FOREST IL)
AL
06/11/2020 - 04/30/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
IL
10/15/2013 - 06/10/2020
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
06/01/2009 - 10/23/2013
MORGAN STANLEY (OAK BROOK IL)
IL
04/12/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
CA
02/25/2004 - 05/03/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
GA
11/27/2002 - 02/13/2004
ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)
IA
Issued 10/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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