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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 Shuba is a financial advisor with Clear Creek Financial Management, LLC in Loomis, CA. Christopher has been in the financial services industry for over 20 years and holds both Series 7 and Series 66 licenses. Prior to joining Clear Creek Financial Management, LLC, Christopher was employed by Ameriprise Financial Services, Inc. and Columbia Management Investment Distributors, Inc. Christopher specializes in working with individuals, high net worth individuals, and charitable organizations.
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.
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CA
09/08/2017 - Present
Clear Creek Financial Management, LLC (Loomis CA)
CA
04/02/2014 - 04/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (GRANITE BAY CA)
MN
11/11/2011 - 03/04/2014
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
10/18/2010 - 11/11/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MI
10/15/1999 - 02/29/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 05/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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