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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 Ordway is an investment advisor representative with Dynamic Wealth Advisors. Christopher Ordway has been in the industry since 2002. He is currently registered with the state of Arizona and has previously held registrations in Colorado, New Jersey, North Carolina and Virginia. Christopher Ordway has a Series 65, Series 66, Series 7 and SIE license. Christopher Ordway has experience with Berthel Fisher & Company Financial Services, Inc. and Next Financial Group, Inc.
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.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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2
AZ
08/22/2018 - Present
Dynamic Wealth Advisors (PHOENIX AZ)
AZ
01/10/2013 - 09/10/2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHOENIX AZ)
AZ
08/17/2012 - 01/14/2013
NEXT FINANCIAL GROUP, INC. (PHOENIX AZ)
AZ
09/22/2009 - 08/20/2012
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (PHEONIX AZ)
AZ
12/01/2006 - 09/22/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (CHANDLER AZ)
AZ
01/13/2004 - 11/24/2006
ROYAL ALLIANCE ASSOCIATES, INC. (CHANDLER AZ)
MA
03/05/2002 - 12/16/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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