Unclaimed
Christopher Zehetmaier is a financial advisor with over 8 years of experience in the industry. Christopher is registered with LPL Financial LLC and Gladstone Wealth Partners. He has a wide range of experience, including working with high-net-worth individuals, corporations, and retirement plans. Christopher is also a Registered Principal and holds licenses for both securities and investment advisory services. Christopher offers a variety of financial services, including financial planning, portfolio management, and investment consulting.
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.
Consulting and other non-discretionary advisory 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.
1
2
FL
11/14/2023 - Present
LPL Financial LLC (LOXAHATCHEE FL)
FL
01/08/2016 - 11/02/2023
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
FL
09/08/2014 - 02/12/2015
VALIC FINANCIAL ADVISORS, INC. (BOCA RATON FL)
BOTH
Issued 03/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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