Unclaimed
Christopher Sheridan is a financial professional with over 20 years of experience in the financial services industry. Christopher is currently registered with Mutual of America Securities LLC and is licensed to provide investment advice in Illinois, Kansas, and Missouri. Christopher previously worked at several other firms including USI Securities, Inc., Arvest Wealth Management, American Century Investment Services, Inc., TD Ameritrade, Inc., and several others. Christopher holds Series 6, 7, 26, 63, and 66 licenses as well as the SIE exam. Christopher is a knowledgeable and experienced financial advisor who can help 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.
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.
1
2
KS
01/11/2024 - Present
Mutual OF America Securities LLC (Overland Park KS)
CT
10/06/2022 - 11/10/2023
USI SECURITIES, INC. (GLASTONBURY CT)
KS
03/18/2020 - 09/12/2022
MUTUAL OF AMERICA SECURITIES LLC (Overland Park KS)
KS
03/18/2020 - 11/11/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (Overland Park KS)
KS
05/29/2019 - 02/17/2020
ARVEST WEALTH MANAGEMENT (OVERLAND PARK KS)
MO
05/02/2018 - 05/16/2019
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
KS
01/29/2018 - 04/30/2018
FBL MARKETING SERVICES, LLC (OLATHE KS)
KS
06/12/2017 - 12/14/2017
TD AMERITRADE, INC. (OVERLAND PARK KS)
MO
08/04/2016 - 05/25/2017
BANCWEST INVESTMENT SERVICES, INC. (LEE'S SUMMIT MO)
KS
02/20/2007 - 06/01/2016
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
02/20/2007 - 06/01/2016
WADDELL & REED (OVERLAND PARK KS)
KS
11/03/2006 - 02/12/2007
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
TX
08/22/2002 - 10/23/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
06/14/2000 - 06/20/2002
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
AL
08/06/1998 - 11/16/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
05/20/1996 - 02/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
10/24/1995 - 02/13/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 10/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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