Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Burt is a financial advisor with over 20 years of experience. Christopher is currently registered with Wells Fargo Clearing Services, LLC and is a licensed investment advisor in several states. Christopher has a strong background in financial services, having worked with several well-known firms such as Charles Schwab & Co., Inc. and Thrivent Investment Management Inc. Christopher has a wide range of experience in portfolio management, financial planning, and investment consulting. He is dedicated to providing personalized financial advice to individuals and families.
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.
Investment consulting services to institutional clients
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
CO
12/20/2021 - Present
Wells Fargo Clearing Services, LLC (COLORADO SPRINGS CO)
CO
07/13/2020 - 11/26/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Colorado Springs CO)
CO
12/12/2016 - 05/14/2018
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
CO
10/13/2010 - 05/16/2016
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CA
10/28/2005 - 10/13/2009
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
12/03/2003 - 10/10/2005
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
CO
06/22/1994 - 08/25/2003
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Burt is the right advisor for you? Invested Better is here to help.
