Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Winspear has been in the financial industry since 2004. Christopher currently works with Planmember Securities Corp. Christopher has a variety of experience working with individuals, corporations, trusts and non-profits. Christopher holds a Series 6, Series 63, and Series 65 license and is registered with the state of Nevada. Christopher offers financial planning, portfolio management and investment supervisory services.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/21/2024 - Present
Planmember Securities Corp. (CARPINTERIA CA)
NV
04/27/2009 - 11/07/2023
HORACE MANN INVESTORS, INC. (LAS VEGAS NV)
PA
03/24/2000 - 10/15/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IL
02/12/1998 - 03/15/2000
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
IA
Issued 09/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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