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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 Tomlinson is a financial professional with over 20 years of experience in the industry. Christopher is currently registered as an Investment Advisor Representative with Cbiz Investment Advisory Services, LLC. Christopher's previous experience includes working at Cambridge Investment Research, Inc., 1717 Capital Management Company, and Ascend Financial Services, Inc. Christopher has passed several industry exams including the Series 6, 7, 63, and 65 as well as the SIE. Christopher has a broad range of experience and expertise in investment advisory services, portfolio management, and financial planning. He has worked with various client types including individuals, businesses, high-net-worth individuals, and retirement plans.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
PA
05/29/2018 - Present
Cbiz Investment Advisory Services, LLC (MEDIA PA)
PA
11/02/2005 - 02/08/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (MEDIA PA)
DE
01/03/2001 - 11/04/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
07/26/1999 - 12/19/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
04/14/1997 - 07/26/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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