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 Willits is a financial advisor with The Colony Group, LLC, located in Charleston, WV. Christopher has over 11 years of experience in the financial services industry. Christopher is registered to provide investment advisory services in West Virginia and has passed the Series 6, Series 63, Series 65, and SIE exams. Before joining The Colony Group, LLC, Christopher worked at Wesbanco Securities, Inc. and The Huntington Investment Company. Christopher's specializations include Retirement Planning, Insurance, Estate Planning, Investment Management, College Savings, and Business Planning.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MA
07/08/2024 - Present
THE Colony Group, LLC (BOSTON MA)
WV
02/04/2013 - 04/17/2024
WESBANCO SECURITIES, INC. (Charleston WV)
WV
04/12/2006 - 12/21/2012
THE HUNTINGTON INVESTMENT COMPANY (CHARLESTON WV)
IA
Issued 06/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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