Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Howard Sivley is a financial advisor who has been in the industry since 1998. Christopher is a registered representative with Raymond James Financial Services Advisors, Inc. and is licensed in 49 states. He has a wide range of experience and certifications including the Series 6, 7, 10, 63, and 65 licenses as well as the SIE exam. Christopher also holds the designation of Certified Financial Planner. Christopher has worked with a variety of firms throughout his career including Truist Investment Services, Inc., BB&T Securities, LLC, Wells Fargo Advisors, LLC, and Compass Brokerage, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
05/15/2024 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra FL)
FL
03/04/2020 - 05/23/2024
TRUIST INVESTMENT SERVICES, INC. (SAINT AUGUSTINE FL)
VA
01/02/2013 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
FL
12/07/2012 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (PONTE VEDRA BEACH FL)
FL
12/19/2001 - 12/13/2012
WELLS FARGO ADVISORS, LLC (PONTE VEDRA BEACH FL)
AL
09/03/1998 - 12/11/2001
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IA
Issued 02/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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