Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dale Dinterman is a financial advisor with over 20 years of experience in the financial services industry. Christopher holds Series 6, 7, 63 and 65 licenses and has worked with a number of firms including TIAA-CREF, Hartford Securities, Lincoln Financial Advisors and T. Rowe Price. Currently Christopher is affiliated with Ares Financial Consulting LLC and Pacific Coast Fiduciary LLC. Christopher's areas of specialization include providing financial planning, pension consulting, portfolio management for individuals and selection of other advisors.
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.
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
02/14/2024 - Present
Ares Financial Consulting LLC (Temecula CA)
CA
12/20/2012 - 08/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEWPORT BEACH CA)
CT
01/01/2009 - 10/24/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BLOOMFIELD CT)
CT
03/20/2007 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (BLOOMFIELD CT)
CA
05/04/2004 - 03/07/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN DIEGO CA)
IN
05/04/2004 - 06/19/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
05/09/1996 - 04/05/2004
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/08/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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