Unclaimed
Christopher Lutzel is a registered representative of Creativeone Securities, LLC and has been in the securities industry since 1998. Christopher is a licensed securities professional holding Series 7, 63 and 65 licenses. He has over 24 years of experience in the financial services industry and is dedicated to providing clients with personalized financial advice and investment management services. Christopher has worked with several firms in the past including Royal Alliance Associates, Inc., Sagepoint Financial, Inc., and Sentra Securities Corporation.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
11/05/2012 - Present
Creativeone Securities, LLC (SCOTTSDALE AZ)
AZ
07/10/2009 - 12/14/2010
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
02/04/2009 - 07/09/2009
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
10/31/2005 - 07/09/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
07/05/2005 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
AZ
10/21/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MI
05/05/2004 - 10/19/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
TX
10/03/2003 - 04/28/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
04/08/2002 - 08/13/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
06/25/1999 - 04/17/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/25/1996 - 05/18/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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