Unclaimed
Christopher Erlewine is a financial advisor registered with the state of West Virginia. Christopher Erlewine has been in the industry since 2002 and currently holds the Series 7, Series 24, Series 31 and Series 66 licenses. Christopher Erlewine is a Certified Financial Planner and is currently employed by Buckingham Strategic Wealth, LLC and The Colony Group, 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.
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2
WV
08/06/2018 - Present
Buckingham Strategic Wealth, LLC (CHARLESTON WV)
WV
03/31/2010 - 01/07/2016
BB&T INVESTMENT SERVICES, INC. (CHARLESTON WV)
GA
03/03/2004 - 03/12/2010
E*TRADE SECURITIES LLC (ATLANTA GA)
NY
10/02/2002 - 12/09/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/07/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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