Unclaimed
Christopher Ponds is a financial advisor with Truist Advisory Services, Inc. Christopher has been in the financial services industry for over 22 years. Christopher has been registered with FINRA since December 2000. Christopher holds the Series 7 and Series 66 securities licenses. Christopher has a CFP designation. Christopher is currently registered in 48 states and 3 additional jurisdictions as an investment advisor representative. Christopher also works at Timberwood Properties as Secretary and Treasurer. Timberwood Properties is a construction and cabinet installation company.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
05/25/2021 - Present
Truist Advisory Services, Inc. (EUSTIS FL)
FL
10/23/2009 - 04/05/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE VILLAGES FL)
FL
08/24/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LEESBURG FL)
FL
12/22/2000 - 08/28/2006
MORGAN STANLEY DW INC. (WEEKI WACHEE FL)
BOTH
Issued 01/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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