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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 Thom is a financial advisor with Sequoia Financial Group, LLC. Christopher has been a registered representative for over 20 years. Christopher's previous experience includes roles at Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., Signal Securities, Inc., and Woodbury Financial Services, Inc. Christopher holds the Series 6, 7, 24, and 63 licenses, along with the SIE exam. Christopher also holds the Certified Financial Planner designation.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/17/2024 - Present
Sequoia Financial Group, LLC (Akron OH)
IN
10/23/2012 - 12/02/2019
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
TX
04/05/2006 - 09/13/2011
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
06/28/2005 - 03/28/2006
SIGNAL SECURITIES, INC. (ARLINGTON TX)
MN
08/27/2001 - 07/12/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 10/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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