Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kolakowski is a financial advisor who has been in the industry since January 9, 2023. Christopher holds a Series 66, 7TO, and 6TO license and is registered as a financial advisor in Maryland, Virginia, and the District of Columbia. Christopher is affiliated with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Christopher Kolakowski provides financial planning, portfolio management, and educational seminars. Christopher specializes in providing financial advice to individuals, corporations, and charitable organizations.
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 03/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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