Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mattern is a financial advisor registered with MFA Wealth Services, located in Thousand Oaks, CA. Christopher has been working in the financial services industry since 2007. Christopher is a registered investment advisor with the following states: Arizona, California, Colorado, Florida, Idaho, Nevada, New Jersey, New Mexico, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, and Washington. Christopher is also a registered representative with FINRA. Christopher has a Series 7, Series 66 and SIE license. Christopher specializes in providing financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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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CA
02/15/2017 - Present
MFA Wealth Services (THOUSAND OAKS CA)
CA
10/27/2008 - 11/05/2013
ALLIANCE ADVISORY & SECURITIES, INC. (THOUSAND OAKS CA)
CA
08/06/2007 - 10/13/2008
1ST GLOBAL CAPITAL CORP. (AGOURA HILLS CA)
BOTH
Issued 08/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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