Unclaimed
Christopher Dillon is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial industry since 1997 and has a Series 6, Series 7, Series 63 and Series 65 license. Christopher's current location is in EDGEWATER, MD and is registered in 16 states. In addition to working as a financial advisor, Christopher is the owner/manager of his own tax and accounting firm. Christopher is also a member of BCD Properties LLC, a commercial rental property company. Cetera Investment Advisers LLC is an independent broker-dealer firm that provides financial planning, investment management, and retirement planning services to individuals, businesses, and institutions.
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.
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2
MD
02/27/2023 - Present
Cetera Investment Advisers LLC (EDGEWATER MD)
TX
07/07/1997 - 06/10/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 9/3/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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