Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Colon is an Investment Advisor Representative at Edelman Financial Engines, a firm that manages over $270 billion in assets for individual clients, businesses, and institutions. Christopher holds Series 6, 7, 31, 63, and 65 licenses and has over 20 years of experience in the financial services industry. Christopher has a strong background in financial planning and portfolio management. His specializations include retirement planning, college savings, and estate planning. Christopher provides comprehensive financial advice and services to clients, including investment management, financial planning, and retirement planning.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
02/21/2024 - Present
Edelman Financial Engines (Odessa FL)
FL
09/12/2022 - 07/18/2023
LPL FINANCIAL LLC (TAMPA FL)
FL
06/24/2020 - 02/16/2022
HORACE MANN INVESTORS, INC. (Land o Lakes FL)
FL
03/13/2019 - 06/26/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
07/20/2016 - 03/29/2019
USAA INVESTMENT MANAGEMENT COMPANY (Tampa FL)
FL
07/22/2013 - 11/22/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
06/02/2011 - 06/19/2013
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (ST. PETERSBURG FL)
FL
03/27/2006 - 06/17/2013
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (ST. PETERSBURG FL)
MI
11/06/2002 - 01/30/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
AL
06/26/2001 - 05/23/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
10/21/1999 - 06/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
10/01/1997 - 08/18/1999
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 09/16/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/1999
Series 31 - Futures Managed Funds Examination
Active
Inactive
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