Unclaimed
Christopher Nalley is a financial advisor with Scale Advisory Group, LLC. Christopher has been in the financial services industry since 2005. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 24, Series 27, Series 55, and Series 63 securities licenses and the Series 66 uniform state law exam. Christopher has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Christopher also owns and manages Scale Consulting Group, LLC, where he offers executive coaching, consulting, and financial planning for small to midsize independent business owners and professionals.
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.
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2
FL
06/08/2020 - Present
CS Advisors Inc. (BOCA RATON FL)
FL
01/05/2010 - 02/27/2018
VARIANT TRADING INSTITUTIONAL GROUP, INC. (BOCA RATON FL)
FL
07/15/2008 - 08/22/2008
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
05/10/2005 - 06/30/2008
VARIANT TRADING INSTITUTIONAL GROUP, INC. (BOCA RATON FL)
BOTH
Issued 05/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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