Unclaimed
Christopher Gurnee is a registered representative with Kestra Investment Services, LLC and an investment advisor representative with Kestra Advisory Services, LLC. Christopher has over 20 years of experience in the financial services industry. Christopher's primary focus is on helping individuals and families reach their financial goals. Christopher offers a variety of financial services, including investment management, retirement planning, and college savings. Christopher is committed to providing personalized advice and guidance to help clients achieve 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.
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
UT
06/25/2018 - Present
Kestra Advisory Services, LLC (Ogden UT)
UT
05/04/2011 - 06/21/2018
FORESTERS EQUITY SERVICES, INC. (OGDEN UT)
UT
10/26/2007 - 05/03/2011
INTERMOUNTAIN FINANCIAL SERVICES, INC. (OGDEN UT)
UT
08/26/2005 - 10/19/2007
INVESTMENT MANAGEMENT CORPORATION (SOUTH OGDEN UT)
GA
04/12/2002 - 02/11/2004
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
11/02/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 10/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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