Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Perry is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Christopher has been in the industry since 2006 and is licensed in Illinois. Christopher has passed the Series 6 and Series 63 exams and holds the Certified Financial Planner designation. Christopher has previously worked with U.S. BANCORP INVESTMENTS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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.
Solicitation fees from 3rd party money managers
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2
IL
05/01/2020 - Present
Cambridge Investment Research Advisors, Inc. (Rockford IL)
NV
09/22/2008 - 09/01/2011
U.S. BANCORP INVESTMENTS, INC. (LAS VEGAS NV)
IA
08/29/2006 - 07/03/2007
U.S. BANCORP INVESTMENTS, INC. (CEDAR RAPIDS IA)
IA
06/16/2006 - 07/17/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HIAWATHA IA)
BC
Issued 07/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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