Unclaimed
Christopher Riel is an Investment Advisor Representative with Ameritas Advisory Services, LLC. Christopher is also licensed as an Independent Insurance Agent for the purpose of selling fixed insurance products through David White & Associates, and operates a financial planning practice as Riel Financial. Christopher has a history of working in the financial services industry since 2014.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
CA
11/01/2021 - Present
Ameritas Advisory Services, LLC (SAN RAMON CA)
IA
Issued 07/25/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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