Unclaimed
Christopher Markos is a financial advisor with over 15 years of experience in the financial industry. Christopher is registered with Cetera Investment Advisers LLC and Choice Wealth Advisors LLC, both of which are based in Waterville, ME. Christopher has a strong track record of providing financial advice to individuals, families, and businesses. Christopher is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Christopher specializes in financial planning, investment management, and retirement planning.
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.
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2
ME
03/21/2024 - Present
Cetera Investment Advisers LLC (WATERVILLE ME)
ME
09/06/2013 - 10/03/2016
INVESTORS CAPITAL CORP. (WATERVILLE ME)
ME
11/11/2011 - 09/10/2013
CETERA INVESTMENT SERVICES LLC (GARDINER ME)
ME
05/23/2008 - 11/11/2011
SORRENTO PACIFIC FINANCIAL, LLC (BRUNSWICK ME)
BOTH
Issued 6/9/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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