Unclaimed
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.
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.
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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2
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)
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
Active
Inactive
F
FINRA
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