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Christopher Joseph Motte

Cambridge Investment Research, Inc.

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About Christopher Joseph Motte

Christopher Joseph Motte is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with Cambridge Investment Research, Inc. and has a Series 6, Series 7, and Series 63 license. Christopher has a strong track record of success in helping clients achieve their financial goals. Christopher specializes in a variety of financial services including investment planning, retirement planning, and college savings planning. Christopher is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Christopher Motte is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Christopher Motte’s Registration & Firm History

CA

05/03/2011 - Present

Cambridge Investment Research, Inc. (Murrieta CA)

CA

06/08/2009 - 04/06/2011

NATIONAL PLANNING CORPORATION (WEST COVINA CA)

MA

07/15/1998 - 04/20/2000

LOOMIS SAYLES DISTRIBUTORS, L.P. (BOSTON MA)

MA

04/18/1994 - 12/20/1996

NEW ENGLAND FUNDS, L.P. (BOSTON MA)

NY

05/28/1992 - 04/18/1994

NEW ENGLAND SECURITIES (NEW YORK NY)

CA

08/07/1990 - 06/01/1992

TCW BROKERAGE SERVICES (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 06/15/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/25/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Joseph Motte.
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