Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kriak is a financial advisor with First Citizens Investor Services, Inc. based in Raleigh, NC. Christopher has been in the financial services industry since 2016. Christopher holds a Series 66, Series 7, Series 9, Series 10, Series 24, Series 52, Series 53, and Series 99TO license.
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.
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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NC
10/04/2024 - Present
First Citizens Investor Services, Inc. (Raleigh NC)
NC
05/10/2021 - 02/22/2023
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
09/04/2020 - 04/28/2021
BENCHMARK INVESTMENTS, INC. (Waxhaw NC)
NC
09/15/2016 - 03/27/2019
PNC INVESTMENTS (CHARLOTTE NC)
BOTH
Issued 10/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2017
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/17/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/04/2016
Series 24 - General Securities Principal Examination
BC
Issued 05/19/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2016
Series 52 - Municipal Securities Representative Examination
BC
Issued 09/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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