Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dolan is a financial advisor with over 17 years of experience in the industry. Christopher is a Certified Financial Planner and holds a Series 6, 7 and 66 license. Christopher is currently affiliated with Buck Wealth Strategies, LLC, which is located in Denver, CO and Bellevue, WA. Prior to joining Buck Wealth Strategies, LLC, Christopher worked for Robert W. Baird & Co. Incorporated. Christopher has experience working with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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
WA
04/06/2023 - Present
Buck Wealth Strategies, LLC (BELLEVUE WA)
WA
01/08/2016 - 03/10/2023
ROBERT W. BAIRD & CO. INCORPORATED (Seattle WA)
WA
07/24/2013 - 01/20/2016
CHARLES SCHWAB & CO., INC. (TACOMA WA)
WA
02/16/2007 - 07/02/2013
FIDELITY BROKERAGE SERVICES LLC (TUKWILA WA)
WA
03/06/2006 - 10/02/2006
WM FINANCIAL SERVICES, INC. (AUBURN WA)
BOTH
Issued 09/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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