Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Daniels is a financial advisor with Creative Planning, a firm with $1 billion - $10 billion in assets under management. Christopher has been a registered investment advisor since 1997, holding both Series 63 and 65 licenses. He is also a Series 24 and 51 principal, which means Christopher can oversee the activities of other registered representatives. Christopher holds a Chartered Financial Consultant designation and has specialized in advising high-net-worth individuals, charitable organizations, and pension plans.
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.
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
DE
10/02/2023 - Present
Creative Planning (Wilmington DE)
DE
04/17/2000 - 09/30/2008
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
DE
06/06/1974 - 04/18/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 02/01/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/03/1974
Series 1 - Registered Representative Examination
Active
Inactive
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