Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Whalen is a financial advisor registered with Integrated Wealth Concepts LLC. Christopher has been in the industry for over 20 years and has experience working with individuals, families, and businesses. Christopher provides financial planning, portfolio management, and other services to help clients reach their financial goals. Christopher is also registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.
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.
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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2
CA
05/18/2021 - Present
Integrated Wealth Concepts LLC (SAN DIEGO CA)
FL
11/11/2014 - 01/12/2021
MML INVESTORS SERVICES, LLC (Parkland FL)
CA
06/15/1999 - 11/05/2014
SIGNATOR INVESTORS, INC. (IRVINE CA)
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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