Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Daniel Thomas is an Investment Advisor Representative with Atlantic Private Wealth, LLC located in Chapel Hill, North Carolina. Christopher has been in the industry since 2017 and has held previous roles with CETERA ADVISOR NETWORKS LLC and SECURIAN FINANCIAL SERVICES, INC. Christopher Thomas is a Series 66, Series 7, and SIE licensed professional.
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.
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.
1
2
NC
05/21/2021 - Present
Atlantic Private Wealth, LLC (CHAPEL HILL NC)
NC
03/13/2018 - 03/29/2019
CETERA ADVISOR NETWORKS LLC (RALEIGH NC)
NC
08/11/2017 - 03/01/2018
SECURIAN FINANCIAL SERVICES, INC. (DURHAM NC)
BOTH
Issued 09/29/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Thomas is the right advisor for you? Invested Better is here to help.
