Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Toadvine is a financial advisor with Certified Advisory Corp. in Altamonte Springs, FL. Christopher has been in the industry since 1995 and holds several licenses and certifications including Series 6, 7, 63, and 66. Christopher is a Certified Financial Planner and is a member of the Financial Planning Association of Central Florida. Christopher provides financial planning, pension consulting and portfolio management services for individuals, corporations, and charitable organizations. In addition to his work at Certified Advisory Corp., Christopher also serves as a volunteer board member for the Financial Planning Association of Central Florida.
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.
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.
Solicitation fees
1
2
FL
06/17/2019 - Present
Certified Advisory Corp. (ALTAMONTE SPRINGS FL)
FL
05/18/2018 - 05/31/2019
TRIAD ADVISORS LLC (WINTER PARK FL)
FL
04/22/2016 - 06/05/2018
EF LEGACY SECURITIES, LLC (Orlando FL)
FL
08/01/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (Orlando FL)
FL
04/18/2007 - 08/01/2014
COMMONWEALTH FINANCIAL NETWORK (MAITLAND FL)
FL
11/06/2002 - 04/24/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (MAITLAND FL)
FL
11/06/2002 - 04/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (MAITLAND FL)
GA
10/09/1995 - 01/28/1997
WMA SECURITIES, INC. (DULUTH GA)
BOTH
Issued 11/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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