Unclaimed
Christopher Vandeberg is a financial advisor with Global Retirement Partners LLC, a firm based in San Rafael, CA. Christopher has been in the industry since 2014 and is licensed to conduct business in 8 states. Christopher offers investment advisory services including financial planning, pension consulting, selection of other advisors and portfolio management for businesses and individuals. Christopher is also a registered investment advisor representative for Global Retirement Partners LLC.
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.
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2
CA
03/26/2019 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
CO
06/11/2018 - 10/18/2018
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
WI
01/08/2014 - 06/12/2018
MWA FINANCIAL SERVICES INC. (Sun Prairie WI)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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