Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Weismiller is an Investment Advisor Representative (IAR) registered with the state of Florida. Christopher has over 10 years of experience in the financial services industry. Christopher currently works with Independent Financial Partners, an independent investment advisor firm in Tampa, FL. Christopher provides financial planning services, portfolio management for individuals, and pension consulting. Christopher is also a Registered Representative of Independent Financial Partners. Christopher is committed to providing personalized financial advice to help his clients 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.
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.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
10/21/2021 - Present
Independent Financial Partners (Tampa FL)
FL
01/10/2019 - 05/23/2019
LPL FINANCIAL LLC (TAMPA FL)
FL
10/05/2009 - 01/19/2017
FIDELITY BROKERAGE SERVICES LLC (CLEARWATER FL)
NY
06/01/2009 - 09/24/2009
MORGAN STANLEY SMITH BARNEY (JERICHO NY)
NY
07/31/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (JERICHO NY)
IA
Issued 10/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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