Unclaimed
Christopher Hartman is a financial advisor with City National Securities, Inc. Christopher has been in the financial services industry since 2001. Christopher is a Series 7, Series 24, and Series 66 licensed individual. Christopher has worked with a number of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Christopher specializes in providing financial planning, portfolio management, and selection of other advisors. Christopher is registered with the state of California and holds active licenses for securities and investment advisory services. Christopher also volunteers as a Director for the Alexandria Industrial Development Authority.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
DC
01/12/2018 - Present
City National Securities, Inc. (Washington DC)
VA
09/24/2008 - 01/05/2018
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
DC
05/29/2007 - 07/10/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
04/27/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
BOTH
Issued 06/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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