Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carson Willis is a registered investment advisor representative with Raymond James Financial Services Advisors, Inc. in Raleigh, NC. Christopher has been in the securities industry since 2007 and has experience with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Christopher is licensed to provide investment advisory services in North Carolina. In addition to his role with Raymond James, Christopher is a certified flight instructor and manager for Executive Flight Training & Services, LLC and an Associate with Pinnacle Financial Partners. Christopher is dedicated to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NC
05/20/2020 - Present
Raymond James Financial Services Advisors, Inc. (RALEIGH NC)
NC
01/02/2018 - 03/17/2020
BB&T SECURITIES, LLC (RALEIGH NC)
NC
04/24/2007 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RALEIGH NC)
BOTH
Issued 05/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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