Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Warren is an experienced financial advisor with over 30 years in the industry. Christopher Warren is currently registered with Ameritas Advisory Services, LLC in Florida and Texas. Christopher Warren is also a licensed independent insurance agent. Christopher Warren has previously held positions with The Advisors Group, Inc., Summit Equities, Inc. and Cigna Financial Advisors, Inc. Christopher Warren has a diverse background and holds several professional licenses and designations, including Series 6, Series 7, Series 22, Series 24, Series 63, and Series 65.
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.
Solicitor fees
1
2
FL
11/01/2021 - Present
Ameritas Advisory Services, LLC (Boca Raton FL)
MD
11/15/1995 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NJ
06/22/1994 - 11/21/1995
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
PA
06/26/1989 - 06/24/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 10/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/23/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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