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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Halaska is an investment advisor representative with Corient, a firm that provides advisory services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and pooled investment vehicles. Christopher has been in the industry for over 20 years and has experience with a variety of investment products and services. Christopher has held previous roles with J.P. Morgan Securities LLC and Avalon Wealth Management LLC. Christopher is registered with the state of Texas.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
TX
05/02/2023 - Present
Corient (Houston TX)
TX
12/16/2020 - 05/05/2023
AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)
TX
10/01/2008 - 11/06/2012
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/01/2001 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
NY
09/27/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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