Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mark Brown is a registered representative with Cbiz Financial Solutions, Inc. and a registered investment advisor representative with Cbiz Investment Advisory Services, LLC. Christopher has been in the securities industry since 2012. Christopher is registered in Ohio, Pennsylvania, Illinois, and Hawaii. Christopher is Series 6, 7, 52, 53, 63, 66, 99, and SIE licensed. Christopher has a wide range of experience in the financial services industry, including financial planning, portfolio management, and investment advisory services.
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.
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.
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.
A percentage of assets under advisement
1
2
OH
09/20/2018 - Present
Cbiz Financial Solutions, Inc. (CLEVELAND OH)
OH
01/05/2017 - 10/06/2018
PARK AVENUE SECURITIES LLC (CANTON OH)
OH
10/06/2015 - 07/12/2016
PNC INVESTMENTS (AKRON OH)
PA
04/17/2012 - 07/22/2015
THRIVENT INVESTMENT MANAGEMENT INC. (CORAOPOLIS PA)
BOTH
Issued 10/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/21/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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