Unclaimed
Christopher Rockey has been in the financial services industry since March 2008. Christopher currently is a Registered Representative and Investment Advisor Representative associated with Creative Financial Designs, Inc. Christopher has experience in financial planning, portfolio management for individuals and businesses, and educational seminars. Christopher also holds the Chartered Financial Consultant designation.
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.
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.
1
2
IN
07/04/2008 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
BOTH
Issued 06/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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