Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Facka is a financial advisor with over 20 years of experience in the industry. Christopher is a Certified Financial Planner and currently works at Level Four Advisory Services. Previously, Christopher worked at SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and First Options of Chicago, Inc. Christopher holds the Series 3, 7, 9, 10, 24, 31, 63, and 65 licenses. Christopher is registered in Florida and Georgia. Christopher specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
GA
10/26/2023 - Present
Level Four Advisory Services (Atlanta GA)
FL
11/17/2017 - 12/07/2018
SUNTRUST INVESTMENT SERVICES, INC. (JUPITER FL)
FL
01/01/2008 - 02/28/2013
WELLS FARGO ADVISORS, LLC (WEST PALM BEACH FL)
FL
10/18/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARCO ISLAND FL)
IL
09/20/1999 - 10/03/2000
FIRST OPTIONS OF CHICAGO, INC. (CHICAGO IL)
ME
09/08/1998 - 07/19/1999
FUNDS DISTRIBUTOR, INC. (PORTLAND ME)
IL
12/24/1996 - 04/29/1998
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
02/27/1996 - 09/04/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IL
02/07/1996 - 02/21/1996
MADISON SECURITIES, INC. (CHICAGO IL)
BC
Issued 01/12/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/05/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/13/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2009
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 02/06/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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