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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 Creed is a financial advisor with Venturi Private Wealth. Christopher is a Certified Financial Planner. Christopher has over 25 years of experience in the financial services industry. Christopher is licensed to provide investment advice in Louisiana and Texas. Christopher has a Series 7, Series 10, Series 9, Series 63, and Series 65 licenses. Christopher has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. Christopher provides financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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.
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.
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TX
11/02/2018 - Present
Venturi Private Wealth (AUSTIN TX)
LA
10/17/2003 - 10/04/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (MANDEVILLE LA)
MO
07/21/1994 - 10/20/2003
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/29/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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