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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher John Ornee is an investment advisor representative with Corient. Christopher is registered in California and Texas. Christopher holds the Series 3, 7 and 65 licenses. Christopher has been in the financial services industry since 2006. Christopher has experience with a number of firms, including Friedman, Billings, Ramsey & Co., Inc., SNL Financial, S&P Global Market Intelligence, The Tides Group, Dowling & Yahnke, LLC and Corient Services LLC. Christopher specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting, educational seminars, market timing services, publication of periodicals, and selection of other advisors.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
01/03/2025 - Present
Corient (San Diego CA)
VA
10/10/2006 - 09/21/2007
FRIEDMAN, BILLINGS, RAMSEY & CO., INC. (ARLINGTON VA)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2021
Series 3 - National Commodity Futures Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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