Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Doughty is a financial advisor with over 27 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in both Texas and Wisconsin. Christopher is associated with Raymond James Financial Services Advisors, Inc. and is also an owner and proprietor of Gentian Financial, Inc.. Christopher works with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Christopher specializes in financial planning, portfolio management, and insurance services. Christopher's focus is to help clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
03/19/2010 - Present
Raymond James Financial Services Advisors, Inc. (MEQUON WI)
WI
01/01/1999 - 12/11/2006
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
WI
10/05/1998 - 01/01/1999
GS2 SECURITIES, INC. (MILWAUKEE WI)
WI
06/26/1997 - 10/07/1998
CLEARY GULL REILAND & MCDEVITT INC. (MILWAUKEE WI)
NY
02/22/1996 - 06/17/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/21/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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