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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 Stein is a financial advisor with over 23 years of experience in the industry. Christopher is currently registered with Cetera Investment Advisers LLC, and previously worked with VOYA FINANCIAL ADVISORS, INC. and LOCUST STREET SECURITIES, INC.. Christopher is licensed to provide financial advice in Alaska, Arizona, California, Colorado, Connecticut, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Utah and Washington. Christopher holds the Series 7, Series 63, and SIE licenses, and is a Certified Financial Planner. Christopher's firm, Cetera Investment Advisers LLC, is a registered investment advisor with approximately $104 billion in assets under management. The firm provides a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (LYNNWOOD WA)
WA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LYNNWOOD WA)
IA
08/26/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 09/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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