Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McCaman is a financial advisor who has been in the industry since 2003. Christopher is currently registered with LPL Financial LLC and Gateway Wealth Partners, LLC in Wisconsin. Christopher has experience in providing financial planning and investment advisory services for individuals, businesses, and charitable organizations. Christopher is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
Consulting and other non-discretionary advisory services
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
WI
08/23/2018 - Present
LPL Financial LLC (PORT WASHINGTON WI)
WI
03/05/2016 - 08/23/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (STURGEON BAY WI)
WI
10/01/2012 - 10/29/2012
J.P. MORGAN SECURITIES LLC (WEST BEND WI)
WI
03/25/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST BEND WI)
NA
02/27/1987 - 08/10/1987
FIRST INVESTORS CORPORATION
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/16/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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