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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bouma is a financial advisor who has been working in the industry since February 2015. Christopher is currently registered as a Registered Representative with Fidelity Personal and Workplace Advisors. Christopher previously worked for VALIC FINANCIAL ADVISORS, INC., in Linthicum, MD. Christopher is registered in 21 states. Christopher holds Series 7, 7TO, 66, and SIE licenses. Christopher's clients include high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Christopher specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
1
2
OR
01/12/2023 - Present
Fidelity Personal AND Workplace Advisors (BEAVERTON OR)
MD
05/31/2019 - 05/07/2021
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
CA
10/01/2009 - 02/06/2014
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
BOTH
Issued 06/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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