Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Goetz is a financial advisor with Commonwealth Financial Network, with an office located in Portland, OR. Christopher has been in the industry since February 12, 1995, and has worked with a number of firms. Christopher is registered to provide financial advice in Oregon and a number of other states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
03/12/2007 - Present
Commonwealth Financial Network (PORTLAND OR)
OR
06/01/2005 - 03/08/2007
AXA ADVISORS, LLC (PORTLAND OR)
NY
02/25/1998 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
02/01/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MO
02/13/1995 - 03/17/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 08/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 02/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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