Unclaimed
Christopher Forcier is a financial advisor with Cetera Investment Advisers LLC, located in Altoona, WI. Christopher has been in the financial services industry since 2000. Christopher is also registered with the state of Wisconsin as an Investment Advisor Representative. Christopher's previous experience includes roles at LPL FINANCIAL LLC, INVEST FINANCIAL CORPORATION, ASSOCIATED INVESTMENT SERVICES, INC., and AXA 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.
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.
1
2
WI
08/23/2019 - Present
Cetera Investment Advisers LLC (ALTOONA WI)
WI
02/14/2018 - 07/01/2019
LPL FINANCIAL LLC (CHIPPEWA FALLS WI)
WI
07/15/2014 - 02/14/2018
INVEST FINANCIAL CORPORATION (CHIPPEWA FALLS WI)
WI
12/16/2005 - 06/27/2014
ASSOCIATED INVESTMENT SERVICES, INC. (EAU CLAIRE WI)
NY
09/22/2000 - 12/20/2005
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/11/2000 - 09/21/2000
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 10/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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