Unclaimed
Christopher Holway is an Investment Advisor Representative at Voya Financial Advisors, Inc. Christopher has over 20 years of experience in the financial services industry. Christopher specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Christopher is registered with the Securities and Exchange Commission (SEC) and holds the Series 3, 7, 63, 65 and SIE licenses. Christopher is also registered as an Independent Insurance Agent in Florida. Christopher is committed to providing his clients with personalized financial advice that helps them 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/12/2020 - Present
Voya Financial Advisors, Inc. (Tampa FL)
FL
06/05/2013 - 09/18/2015
INVESTMENT PLANNERS, INC. (BELLEAIR BLUFFS FL)
FL
10/16/2009 - 09/26/2013
DOWNSTATE SECURITIES GROUP, INC. (BELLEAIR BLUFFS FL)
FL
06/01/2009 - 11/13/2009
MORGAN STANLEY SMITH BARNEY (TAMPA FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
07/16/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
MI
10/21/1998 - 07/27/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/16/1998
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/30/1997
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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