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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Derek Schletzer is a financial advisor who is registered with Cambridge Investment Research Advisors, Inc. Christopher Derek Schletzer has been in the financial industry since 2020. Christopher Derek Schletzer has experience working with both individuals and businesses and is able to offer a wide range of financial services, including financial planning, portfolio management, and investment advice. Christopher Derek Schletzer is committed to providing his clients with personalized and comprehensive financial solutions. Christopher Derek Schletzer is also an independent insurance agent for various independent insurance companies. Christopher Derek Schletzer is a music teacher and owns Optimum Wealth Group LLC. Christopher Derek Schletzer is also a member of BNI.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
10/09/2023 - Present
Cambridge Investment Research Advisors, Inc. (Hermitage TN)
TN
02/04/2021 - 10/11/2023
MML INVESTORS SERVICES, LLC (Franklin TN)
TN
08/17/2020 - 02/05/2021
MWA FINANCIAL SERVICES INC. (MT. JULIET TN)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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