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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 Battreall is an investment advisor representative at United Capital Financial Advisors. Christopher has been in the financial industry since 2000 and is registered in California, Louisiana, and Texas. He is a Certified Financial Planner™ professional and has experience providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Sub-adviser for other investment advisers
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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2015 - Present
United Capital Financial Advisors (MODESTO CA)
CA
05/19/2023 - 11/14/2023
MERCER ALLIED COMPANY, L.P. (MODESTO CA)
CA
06/15/2022 - 11/14/2023
GOLDMAN SACHS & CO. LLC (Modesto CA)
CA
11/01/2017 - 06/25/2020
CETERA ADVISOR NETWORKS LLC (MODESTO CA)
CA
11/10/2005 - 11/01/2017
GIRARD SECURITIES, INC. (MODESTO CA)
MD
06/08/2004 - 11/01/2005
H. BECK, INC. (ROCKVILLE MD)
NY
11/27/2001 - 06/14/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
02/25/2000 - 11/13/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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