Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Koning is a financial professional with over 25 years of experience in the financial services industry. Christopher Koning is currently registered with Cetera Investment Advisers LLC, a SEC registered investment advisor, and CWM, LLC DBA Carson Group Partners, a SEC registered investment advisor. Christopher Koning provides portfolio management, financial planning, estate planning and additional advisory services to individual and business clients.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (GLENDORA CA)
PA
10/23/2017 - 09/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Edinboro PA)
PA
03/09/2012 - 10/24/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (EDINBORO PA)
PA
05/08/2002 - 03/12/2012
CCO INVESTMENT SERVICES CORP. (ERIE PA)
PA
12/09/2000 - 05/08/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
08/24/1998 - 12/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CO
11/17/1995 - 08/12/1998
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 09/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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