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 Miller is a financial advisor with Safeguard Investment Advisory Group, LLC, located in Corona, California. Christopher has over 17 years of experience in the financial services industry. Christopher has worked for several firms throughout their career, including Madison Avenue Securities, LLC, Altegris Investments, Inc., Fidelity Brokerage Services LLC, Citigroup Global Markets Inc. and TD Ameritrade, Inc. Christopher has a strong background in providing financial planning and portfolio management services to both individuals and families. Christopher is also a certified financial planner (CFP®) and has a strong understanding of the investment management process. Currently, Christopher is also a business consultant for Asset Marketing Systems, a financial services firm, and a co-owner of Chickpea Kitchen, a food service company.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
12/21/2017 - Present
Safeguard Investment Advisory Group, LLC (CORONA CA)
CA
08/28/2015 - 10/17/2017
MADISON AVENUE SECURITIES, LLC (SAN DIEGO CA)
CA
07/05/2012 - 05/05/2014
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
CA
12/22/2009 - 06/26/2012
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
CA
05/29/2007 - 12/14/2009
CITIGROUP GLOBAL MARKETS INC. (SANTA MONICA CA)
CA
01/29/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (LOS ANGELES CA)
CA
09/19/2000 - 12/20/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
BOTH
Issued 09/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 09/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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