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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 Klimash is a registered investment advisor with Valmark Advisers, Inc. Christopher has been in the industry since December 22, 1997 and has extensive experience in providing financial planning and investment management services to a wide range of clients, including individuals, families, and businesses. Christopher holds Series 3, 7, 31, and 66 licenses, as well as the SIE exam. Previously, Christopher worked with RBC Capital Markets, LLC and Morgan Stanley & Co. Incorporated.
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.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
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2
ME
04/06/2021 - Present
Valmark Advisers, Inc. (FALMOUTH ME)
ME
04/17/2009 - 04/10/2015
RBC CAPITAL MARKETS, LLC (PORTLAND ME)
ME
04/02/2007 - 04/21/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND ME)
ME
06/29/2000 - 04/02/2007
MORGAN STANLEY DW INC. (PORTLAND ME)
NJ
11/26/1997 - 06/01/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2007
Series 3 - National Commodity Futures Examination
BC
Issued 07/07/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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