Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Rios is a financial advisor with over 3 years of experience in the financial services industry. Christopher has a Series 7, Series 63, and Series 66 license and is a Certified Financial Planner. Christopher is currently registered with IFG Advisory, LLC and has been with the firm since November 2018. Christopher has a strong background in financial planning and investment management. Previously, Christopher was employed with Eaton Vance Distributors, Inc. and Concord Wealth Management. Christopher's areas of expertise include financial planning, retirement planning, and investment management. Christopher provides services to individuals, families, and businesses. He is committed to providing his clients with personalized financial advice and guidance. Christopher is a member of the Financial Planning Association.
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.
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.
1
2
FL
08/16/2019 - Present
IFG Advisory, LLC (Sunrise FL)
MA
12/08/2015 - 09/04/2018
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 10/05/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Rios is the right advisor for you? Invested Better is here to help.
