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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Lamal is a financial advisor with Commonwealth Financial Network. Christopher has been in the financial services industry since September 28, 1998. Christopher is registered with the state of Wisconsin as a registered representative and an investment advisor representative. Christopher holds the following licenses: Series 4, Series 7, Series 31, and Series 63. Christopher is also a Certified Financial Planner. Christopher has experience working with individuals, businesses, and institutions.
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.
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2
WI
04/19/2013 - Present
Commonwealth Financial Network (GREEN BAY WI)
WI
06/01/2009 - 05/07/2013
MORGAN STANLEY (GREEN BAY WI)
WI
10/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENBAY WI)
WI
06/14/2002 - 10/17/2007
B. C. ZIEGLER AND COMPANY (GREEN BAY WI)
WI
09/29/1998 - 07/25/2002
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
IA
Issued 06/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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