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 Peterson is a financial advisor with Regal Investment Advisors LLC in Kentwood, MI. Christopher has been in the financial services industry since 1999 and holds the Series 7, 9, 10, 63, and 66 licenses. Christopher is a Certified Financial Planner. Christopher was previously registered with Fidelity Brokerage Services LLC for nearly a decade, starting in 1999 and ending in 2014.
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.
Third party fees
1
2
MI
07/01/2014 - Present
Regal Investment Advisors LLC (KENTWOOD MI)
MI
04/17/2009 - 06/17/2014
FIDELITY BROKERAGE SERVICES LLC (GRAND RAPIDS MI)
WA
08/18/2005 - 06/30/2008
FIDELITY BROKERAGE SERVICES LLC (SEATTLE WA)
RI
02/03/1999 - 02/15/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 04/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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