Unclaimed
Christopher Kolakowski is a wealth advisor with Cetera Investment Advisers LLC, a firm with over 100,000 clients and more than $100 billion in regulatory assets under management. Christopher Kolakowski works with individuals and businesses to develop and implement financial plans. Christopher Kolakowski also offers portfolio management services. Christopher Kolakowski is registered with the state of Maryland as an investment advisor representative.
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.
1
2
MD
06/21/2024 - Present
Cetera Investment Advisers LLC (BALTIMORE MD)
MD
02/17/2023 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (ANNAPOLIS MD)
BOTH
Issued 3/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 2/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 1/9/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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