Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Soukup is a financial advisor in Brea, CA. Christopher has been a Registered Representative since 2007. Christopher's experience covers several industries, including Fidelity Brokerage Services LLC, TD Ameritrade, and Wells Fargo Advisors, LLC. Christopher is currently employed by Lighthouse Financial Services Inc. as an Investment Advisor Representative. Christopher specializes in providing portfolio management for businesses and individuals, in addition to offering financial planning services.
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.
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
CA
01/28/2021 - Present
Lighthouse Financial Services Inc. (BREA CA)
CA
12/17/2018 - 01/11/2021
TD AMERITRADE, INC. (Upland CA)
CA
05/03/2016 - 12/17/2018
FIDELITY BROKERAGE SERVICES LLC (PALM DESERT CA)
CA
06/03/2011 - 04/26/2016
TD AMERITRADE, INC. (RANCHO CUCAMONGA CA)
CA
01/03/2011 - 05/16/2011
WELLS FARGO ADVISORS, LLC (UPLAND CA)
CA
06/09/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (UPLAND CA)
CA
05/12/2008 - 04/13/2010
MML INVESTORS SERVICES, INC. (ONTARIO CA)
CA
09/13/2007 - 04/09/2008
AIG FINANCIAL ADVISORS, INC. (ONTARIO CA)
BOTH
Issued 06/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/15/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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