Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lloyd Peterson is a Registered Representative and Investment Advisor Representative associated with Highpoint Planning Partners. Christopher is licensed in Illinois and has been in the financial industry since 2014. Christopher holds Series 66, 7TO, and SIE licenses and is a graduate of LPL Financial's Financial Planning program. Christopher specializes in financial planning, portfolio management, and pension consulting. Christopher is also associated with Keller Peterson Wealth Advisors which is a DBA of LPL Financial. Christopher provides investment advisory services through Highpoint Advisor Group, LLC, an independent investment advisor firm. Christopher has a history of working with a diverse clientele, including high-net-worth individuals, charitable organizations, and corporations. Christopher is committed to providing his clients with personalized financial advice to help them reach 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.
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.
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2
IL
05/06/2024 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
BOTH
Issued 04/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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