Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bolding is a financial advisor with Truist Advisory Services, Inc. Christopher has been in the financial services industry since 2002 and has experience with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cetera Investment Services LLC, and Edward Jones. Christopher holds the Series 6, 7, 31, 63, 65, and SIE licenses, which enable Christopher to provide a wide range of investment services to clients. Christopher specializes in portfolio management for individuals and businesses, and financial 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.
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.
Wrap fee product and financial profiling services using desktop software
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
TN
05/04/2023 - Present
Truist Advisory Services, Inc. (SMYRNA TN)
TN
01/05/2018 - 05/01/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MURFREESBORO TN)
TN
01/15/2013 - 12/15/2017
CETERA INVESTMENT SERVICES LLC (FRANKLIN TN)
TN
11/18/2011 - 01/10/2013
EDWARD JONES (FRANKLIN TN)
TN
10/20/2008 - 11/21/2011
STERNE AGEE FINANCIAL SERVICES, INC. (BRENTWOOD TN)
TN
02/13/2007 - 10/24/2008
MORGAN KEEGAN & COMPANY, INC. (MADISON TN)
TN
01/04/2005 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (MADISON TN)
NY
03/12/2002 - 01/05/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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