Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Midecke is a financial advisor with over 10 years of experience in the industry. Christopher is currently registered with Principal Securities, Inc. and has been with the firm since 2016. Christopher previously worked at MSI FINANCIAL SERVICES, INC. from 2011 to 2016. Christopher has passed a number of industry exams including the Series 6, 7, 24, 51 and 63. Christopher is also a licensed insurance agent. Christopher holds a number of registrations in various states including Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New York, North Carolina, South Dakota, Tennessee, and Vermont. Christopher specializes in providing financial planning, portfolio management, and other investment-related services to individuals, corporations, and charitable organizations.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
06/30/2021 - Present
Principal Securities, Inc. (Amherst NY)
NY
11/03/2011 - 07/19/2016
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
BC
Issued 11/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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