Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Medley is a financial advisor with over 30 years of experience in the financial services industry. Christopher is currently registered with Robert W. Baird & Co. Inc. Christopher has a diverse background, having worked with previous firms such as RBC Capital Markets, LLC and Wells Fargo Advisors, LLC. Christopher holds a number of licenses and certifications, including Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65. Christopher has a proven track record of success in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
CO
06/24/2016 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
07/20/2009 - 07/11/2016
RBC CAPITAL MARKETS, LLC (GREENWOOD VILLAGE CO)
CO
01/01/2008 - 07/21/2009
WELLS FARGO ADVISORS, LLC (GREENWOOD VILLAGE CO)
CO
07/23/1985 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
NA
11/08/1983 - 05/10/1984
FIRST INVESTORS CORPORATION
IA
Issued 12/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/18/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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