Unclaimed
Christopher Michael Kmetz is a financial advisor who has been in the industry since 1990. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 6, 7, 63, and SIE licenses. Christopher has previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, MONY Securities Corporation, Pruco Securities Corporation, and The Prudential Insurance Company of America. Christopher provides advisory services in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Christopher specializes in helping individuals and families achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
01/03/2019 - Present
Cambridge Investment Research Advisors, Inc. (Orlando FL)
FL
03/15/2000 - 09/20/2016
MSI FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
03/15/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAKELAND FL)
NY
01/27/1993 - 03/31/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NJ
12/05/1990 - 01/04/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
12/05/1990 - 01/04/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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