Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Finefrock is an investment advisor representative at Valmark Advisers, Inc. Christopher is a Certified Financial Planner and has been in the industry since 2010. Christopher is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7, 24, 66, and 99TO licenses. Valmark Advisers, Inc. provides a variety of financial services, including financial planning, portfolio management, pension consulting, and selection of other advisors. The firm has 260 employees, including licensed agents, investment advisor representatives, and registered representatives. Christopher has over 14 years of experience in the investment industry.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
04/23/2024 - Present
Valmark Advisers, Inc. (AKRON OH)
BOTH
Issued 08/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Finefrock is the right advisor for you? Invested Better is here to help.
