Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Romizer is a financial advisor with Principal Securities, Inc. based in Des Moines, Iowa. Christopher has been in the industry since 2005 and has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Christopher holds the Series 6, 7, and 63 licenses as well as the SIE designation. In addition to Principal Securities, Inc., Christopher has also worked with Principal Funds Distributor, Inc. and Diversified Investors Securities Corp. Christopher is committed to helping 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.
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
IA
06/01/2007 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
09/27/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
06/30/2005 - 05/01/2007
DIVERSIFIED INVESTORS SECURITIES CORP. (CEDAR RAPIDS IA)
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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