Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cruz Brooks is a financial advisor with Tobias Financial Advisors. Christopher has 3 years of experience in the financial services industry. Christopher is registered with the state of Florida and Texas. Christopher holds the Series 7TO, Series 66, and SIE licenses. Christopher specializes in retirement planning and portfolio management. Christopher is a Certified Financial Planner. Prior to joining Tobias Financial Advisors, Christopher worked at Equitable Advisors, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory service
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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FL
10/15/2024 - Present
Tobias Financial Advisors (PLANTATION FL)
FL
08/27/2020 - 10/04/2021
EQUITABLE ADVISORS, LLC (MIAMI FL)
BOTH
Issued 06/28/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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