Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Tasik is a financial advisor with over 18 years of experience in the industry. Christopher currently works at United Advisor Group, a firm that offers a variety of financial planning and investment management services. Christopher is registered to provide investment advice in Tennessee and Ohio and has a broad range of experience in the industry. Christopher is also a Certified Financial Planner.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
TN
10/28/2024 - Present
United Advisor Group (Brentwood TN)
TN
03/29/2017 - 08/23/2019
H. BECK, INC. (Brentwood TN)
TN
06/22/2006 - 04/07/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Brentwood TN)
CT
07/26/2005 - 06/29/2006
MML INVESTORS SERVICES, INC. (STAMFORD CT)
IA
Issued 08/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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