Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Genzler is a financial advisor with Forum Financial Management, LP, based in Lombard, Illinois. Christopher has been a registered financial advisor since 1985. Christopher holds several industry licenses and designations, including a Certified Financial Planner designation. Christopher is also a Registered Investment Advisor (RIA) in Illinois and Texas.
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.
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
IL
05/09/2018 - Present
Forum Financial Management, LP (LOMBARD IL)
IL
05/30/2012 - 09/02/2020
PURSHE KAPLAN STERLING INVESTMENTS (LOMBARD IL)
IL
04/19/1998 - 05/04/2012
GENWORTH FINANCIAL SECURITIES CORPORATION (DOWNERS GROVE IL)
IL
11/30/1994 - 04/08/1998
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NY
11/14/1991 - 11/04/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/15/1990 - 04/06/1993
FINANCIAL HORIZONS SECURITIES CORPORATION
IL
03/10/1986 - 11/23/1990
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
NA
03/28/1985 - 03/11/1986
CAPITAL ANALYSTS, INCORPORATED
NA
01/07/1985 - 05/06/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 11/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/04/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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