Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Allen Holt is a financial advisor based in Overland Park, KS. Christopher holds a Series 6, 7, 63, 66, 9, 10, and SIE license. Christopher is also a Certified Financial Planner. Christopher has been a registered representative since 2007. Christopher previously worked at Coldstream Securities, Inc. and Fidelity Brokerage Services LLC. Christopher is currently employed by Creative Planning, LLC.
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.
1
2
KS
08/26/2024 - Present
Creative Planning (OVERLAND PARK KS)
WA
02/21/2023 - 08/07/2024
COLDSTREAM SECURITIES, INC. (BELLEVUE WA)
WA
01/01/2008 - 01/10/2023
FIDELITY BROKERAGE SERVICES LLC (REDMOND WA)
KY
05/17/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 07/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/04/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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