Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jerin is an investment advisor representative at Calamos Wealth Management LLC, located in Naperville, Illinois. Christopher is also a Registered Investment Advisor. Christopher has over 15 years of experience in the financial services industry. Christopher has a Series 7, 6, 63 and 65 licenses. Christopher specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Christopher also offers asset allocation services and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
1
2
IL
04/18/2022 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
IL
03/23/2010 - 07/09/2019
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
07/16/2007 - 04/29/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DOWNERS GROVE IL)
NY
08/01/2006 - 05/07/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 02/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Jerin is the right advisor for you? Invested Better is here to help.
