Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Crocker is an Investment Advisor Representative with Cetera Investment Advisers LLC. Christopher Crocker's professional experience includes previous roles with Foresters Financial Services, Inc. and Hudson Valley Community College. Christopher Crocker has a total of 14 approved state securities registrations and 2 approved Investment Advisor state registrations. Christopher Crocker has passed the Series 63, Series 66, and Series 7TO examinations. Christopher Crocker has a total of 2 exams and 3 licenses. Christopher Crocker is registered to provide financial planning and investment advice to individuals, businesses, and charitable organizations. Christopher Crocker currently has registered branches with Cetera Investment Advisers LLC in Latham, NY and Albany, NY.
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.
1
2
NY
06/05/2020 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
12/20/2018 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
BOTH
Issued 6/2/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/7/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/3/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/14/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christopher Crocker is the right advisor for you? Invested Better is here to help.
