Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Edward Kolker is an investment advisor representative at Bay Colony Advisors in Concord, Massachusetts. Christopher has been a registered investment advisor since 2003 and holds the Series 6, Series 7, Series 63 and Series 65 licenses. Christopher is a Certified Financial Planner. Christopher has prior experience at SCF Securities, Inc. and AXA Advisors, LLC.
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.
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.
A percentage of the total value of assets under management is charged.
Platform fee from sub-advisers
1
2
MA
02/22/2023 - Present
BAY Colony Advisors (CONCORD MA)
CO
09/08/2014 - 09/23/2016
SCF SECURITIES, INC. (Centennial CO)
IA
10/13/2003 - 09/11/2014
AXA ADVISORS, LLC (IOWA CITY IA)
CO
05/25/2000 - 09/30/2003
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
MA
08/24/1999 - 03/09/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
AZ
07/26/1999 - 08/28/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 11/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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