Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Whittaker is a financial advisor with OneAmerica Securities, Inc. Christopher has been in the financial services industry since April 2011 and is currently registered with the state of Colorado as a broker-dealer and investment advisor. Christopher has a Series 6 and Series 63 license and has passed the SIE and Series 65 exams. Christopher is a licensed investment advisor and has worked for other firms, such as GWFS Equities, Inc., Empower Retirement, Advised Asset Group, LLC, and American United Life. Christopher has experience in various areas of financial planning, including retirement planning, investment planning, and insurance planning. Christopher is committed to providing his clients with personalized financial advice and guidance.
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.
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2
IN
01/10/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CO
03/23/2011 - 12/09/2019
GWFS EQUITIES, INC. (AURORA CO)
IA
Issued 08/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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