Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gee has been in the financial services industry since 2000 and is currently registered with Ally Invest Advisors. Christopher Gee has a broad range of experience and holds the Series 7, Series 63, Series 24 and Series 51 licenses. He is also a registered investment advisor with the state of North Carolina. Christopher Gee is dedicated to providing personalized financial advice and services to individuals and families. Christopher Gee focuses on financial planning and portfolio management for individuals and families.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NC
10/06/2021 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
06/01/2005 - 03/18/2020
AXA ADVISORS, LLC (CHARLOTTE NC)
NY
03/01/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
AZ
12/07/2000 - 02/20/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 02/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/06/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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