Unclaimed
Christopher Walling is a financial advisor with over 30 years of experience in the industry. Christopher currently works for Stratos Wealth Partners, Ltd., where Christopher has been providing investment advisory services since 2009. Christopher has a broad range of experience and holds a variety of licenses and designations. Christopher is also a licensed insurance agent and offers financial planning, pension consulting, and educational seminars. Christopher is committed to providing clients with personalized service and a tailored approach to meet their individual needs. Christopher is licensed to provide advisory services in Arkansas, California, District of Columbia, Florida, Illinois, Indiana, Kansas, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, and Washington.
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.
Percentage of assets under management with third party managers
1
2
OH
03/23/2016 - Present
Stratos Wealth Partners, Ltd. (Columbus OH)
OH
06/01/2009 - 08/05/2009
MORGAN STANLEY SMITH BARNEY (DUBLIN OH)
OH
09/15/1994 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DUBLIN OH)
MA
06/30/1992 - 09/20/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
06/30/1992 - 09/20/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 12/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2002
Series 3 - National Commodity Futures Examination
BC
Issued 11/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 06/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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