Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Folz is a registered representative with Citigroup Global Markets Inc. He is also a registered investment advisor in Missouri. Christopher has been in the financial industry since 2007 and has experience in both the brokerage and investment advisory fields. Christopher has held previous positions with TD Ameritrade and BANC OF AMERICA INVESTMENT SERVICES. Christopher holds the Series 7, Series 63, and Series 65 securities licenses, as well as the Series 7TO and SIE product exams. He is a specialist in asset allocation advice, financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher is committed to helping clients achieve their financial goals.
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.
Asset allocation advice
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.
1
2
MO
01/22/2024 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
01/01/2023 - 08/29/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
08/08/2007 - 03/26/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
IA
Issued 01/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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