Unclaimed
Christopher Zehner is a financial advisor with Hbks Wealth Advisors. Christopher has been in the financial services industry since August 2000 and holds the Series 66, Series 7 and SIE securities licenses. Christopher also holds the Certified Financial Planner designation. Christopher is registered with the states of Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Nevada, New Hampshire, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia and West Virginia. Christopher is also registered with FINRA and is a member of the United Way of Erie County.
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.
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.
1
2
PA
10/13/2005 - Present
Hbks Wealth Advisors (ERIE PA)
PA
09/30/2005 - 01/05/2009
SECURITIES AMERICA, INC. (ERIE PA)
OH
08/08/2001 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
01/30/2001 - 08/09/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
08/10/2000 - 01/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/10/2000 - 01/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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