Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Roumayeh is an Investment Advisor Representative registered with SB Advisory, LLC in Lake Orion, Michigan. Christopher has been in the financial industry for more than 20 years. Christopher holds a Series 7, Series 63, and Series 65 license. Christopher has worked for multiple companies throughout his career, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., Wachovia Securities, LLC, American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher is committed to providing his clients with high-quality financial advice and services.
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.
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.
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MI
01/19/2024 - Present
SB Advisory, LLC (Lake Orion MI)
MI
11/03/2008 - 07/03/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
11/26/2004 - 11/18/2008
CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)
MO
08/28/2003 - 11/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
04/26/2002 - 09/03/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/26/2002 - 09/03/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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