Unclaimed
Christopher Redmon is an Investment Advisor Representative associated with Sorensen Financial Management. Christopher has been in the industry since June 2019, Christopher's qualifications include passing the Series 63 and 65 exams and has a Series 7TO and SIE license. Christopher offers services such as financial planning, educational seminars, and portfolio management for individuals. Christopher has experience working as an Associate, Brokerage Service Rep at Charles Schwab & Co., Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
10/30/2023 - Present
Sorensen Financial Management (DENVER CO)
CO
06/21/2019 - 04/29/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
IA
Issued 07/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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