Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Holt is a financial advisor registered with Ally Invest Advisors. Christopher has been in the industry since 2006 and is registered with the state of Ohio. Christopher has a strong background in financial services, having worked with several firms including Fifth Third Securities, FTAM Funds Distributor, Nationwide Securities, and Ohio National Equities. Christopher offers investment advisory services to individuals and provides financial planning advice.
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.
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.
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2
OH
10/13/2021 - Present
Ally Invest Advisors (Cincinnati OH)
OH
05/17/2012 - 06/04/2021
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
02/03/2011 - 05/08/2012
FTAM FUNDS DISTRIBUTOR, INC. (CINCINNATI OH)
OH
07/07/2009 - 05/17/2010
NATIONWIDE SECURITIES, LLC (MT ORAB OH)
OH
07/03/2007 - 02/02/2009
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
OK
01/07/2005 - 07/25/2006
AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)
CA
02/14/2002 - 07/01/2002
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 04/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/30/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/16/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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