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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 Soltis is a financial advisor with PKS Advisory Services, LLC. Christopher has been in the financial services industry since August 2006. Christopher is licensed in New York and New Jersey, and holds FINRA Series 4, 7, 24, 52, 53 and 66 licenses. Christopher is also a Certified Financial Planner. Prior to joining PKS Advisory Services, LLC, Christopher was a financial advisor at LPL Financial LLC and MSI Financial Services, INC. Christopher specializes in providing financial planning, portfolio management, and retirement planning services to individuals, businesses, and trusts.
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.
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
NY
07/07/2023 - Present
PKS Advisory Services, LLC (ALBANY NY)
NJ
12/08/2017 - 06/24/2022
LPL FINANCIAL LLC (SPRING LAKE NJ)
NJ
04/22/2009 - 12/13/2016
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NY
01/09/2013 - 07/08/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
NY
03/25/2011 - 01/02/2015
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
01/09/2013 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
CA
01/09/2013 - 09/06/2013
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NJ
06/09/2006 - 04/14/2009
WOODSTOCK FINANCIAL GROUP, INC. (MOUNTAINSIDE NJ)
DE
03/05/2004 - 01/10/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 07/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/2007
Series 4 - Registered Options Principal Examination
BC
Issued 12/11/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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