Unclaimed
Christopher Walczak is a financial advisor with Homrich Berg, a firm that offers a variety of financial planning and investment management services. Christopher is a Certified Financial Planner and has been in the financial services industry since 2006. Christopher has experience working with individuals, families, businesses, and institutions. Christopher is registered with the state of Maryland as an Investment Advisor Representative.
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.
Strategic management for diversified investment portfolios.
Bill pay services
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
MD
01/22/2025 - Present
Homrich Berg (Columbia MD)
MD
04/17/2006 - 06/20/2006
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
BC
Issued 04/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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