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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 N. Stein is a financial advisor with over 23 years of experience in the industry. Christopher has been registered with Cetera Investment Advisers LLC since June 2023. Previously, Christopher worked with VOYA FINANCIAL ADVISORS, INC. from January 2004 until June 2021, and before that, he was with LOCUST STREET SECURITIES, INC. from August 1999 until January 2004. Christopher is a Certified Financial Planner and holds the Series 63, SIE, and Series 7 licenses. Christopher is registered to provide investment advice in 14 states, including Alaska, Arizona, California, Colorado, Connecticut, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Utah, and Washington.
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 9/9/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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