Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Coventry is an investment professional with over 10 years of experience in the financial services industry. Christopher is a registered representative of Planmember Securities Corp. and holds Series 6, 63 and 65 licenses as well as the SIE designation. Christopher has a strong background in providing investment advisory services to individuals, businesses and trusts. He has expertise in a variety of investment products, including mutual funds, variable annuities, and retirement planning. Christopher is committed to providing his clients with personalized investment advice and guidance. He believes in building long-term relationships with his clients and helping them achieve their financial goals.
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.
Provides investment supervisory services
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.
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CA
05/29/2020 - Present
Planmember Securities Corp. (SANTA BARBARA CA)
IA
Issued 05/29/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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