Unclaimed
Christopher Debeikes is a financial advisor currently registered with Cetera Investment Advisers LLC. Christopher has been in the industry since 2012 and has experience with CUSO Financial Services, L.P. and Fidelity Brokerage Services LLC. Christopher holds Series 63, Series 66 and Series 7 licenses. Christopher is also registered as a Registered Representative in Oregon and Texas. Christopher has over 10 years of experience in financial services, working to assist individuals and businesses in achieving their financial goals.
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.
1
2
OR
11/15/2019 - Present
Cetera Investment Advisers LLC (MEDFORD OR)
OR
10/09/2013 - 01/14/2019
CUSO FINANCIAL SERVICES, L.P. (MEDFORD OR)
UT
08/03/2011 - 03/15/2013
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 1/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/9/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/2/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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