Unclaimed
Christopher Pirtle is a financial advisor with over 30 years of experience in the industry. Christopher has been registered with Ameritas Advisory Services, LLC since November 2021 and has a broad range of experience working with individual clients, corporations and other businesses, and retirement plans. Christopher holds multiple licenses and designations, including Series 6, Series 7, Series 63, and Series 65 licenses. Christopher is also a licensed insurance agent.
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.
Solicitor fees
1
2
MD
12/06/2022 - Present
Ameritas Advisory Services, LLC (SILVER SPRING MD)
MD
06/06/2003 - 06/30/2006
CARILLON INVESTMENTS, INC. (SILVER SPRING MD)
NY
02/14/2001 - 06/19/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
WI
02/29/2000 - 02/01/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/29/2000 - 02/01/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/29/1995 - 02/28/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
04/26/1993 - 02/28/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
NJ
04/02/1991 - 03/01/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/02/1991 - 03/01/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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