Unclaimed
Christopher Hitzman is a registered investment advisor representative with Truwealth Advisors, LLC. Christopher has been in the financial services industry since 2001 and has experience working with Ameriprise Financial Services, LLC, PURSHE KAPLAN STERLING INVESTMENTS, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY and EDWARD JONES. Christopher is licensed to sell insurance products, and is also a registered investment advisor representative in Louisiana and Texas. Christopher is also a licensed securities agent in Louisiana.
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
LA
07/20/2020 - Present
Truwealth Advisors, LLC (Mandeville LA)
LA
07/22/2020 - 03/01/2024
PURSHE KAPLAN STERLING INVESTMENTS (Mandeville LA)
LA
01/21/2014 - 07/22/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MANDEVILLE LA)
LA
01/18/2006 - 01/30/2014
METLIFE SECURITIES INC. (MANDEVILLE LA)
LA
01/18/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MANDEVILLE LA)
LA
02/27/2002 - 01/19/2006
EDWARD JONES (MADISONVILLE LA)
IL
02/23/2001 - 02/22/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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