Unclaimed
Christopher St. john is a financial advisor who has been working in the industry since 2001. Christopher holds a Series 7, Series 24, Series 31 and Series 63 license, and is also a Certified Financial Planner and a Chartered Financial Consultant. Christopher is currently registered with The Strategic Financial Alliance, Inc. and Carolina Wealth Advisors. Christopher has experience working with high-net-worth individuals, corporations and other businesses, as well as individuals other than high-net-worth. Christopher provides financial planning, portfolio management for individuals and businesses, selection of other advisors, and educational seminars.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
03/25/2004 - Present
THE Strategic Financial Alliance, Inc. (MYRTLE BEACH SC)
NY
06/29/2001 - 04/01/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
03/30/2001 - 06/29/2001
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
Issued 10/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 03/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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