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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 Sorce is a financial advisor with over 40 years of experience in the industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses in Florida and Pennsylvania. Christopher has been with Hbks Wealth Advisors since 2001. Christopher has experience working with individuals, families, businesses, and charitable organizations. Christopher's firm provides a variety of services including financial planning, pension consulting, publication of periodicals, and selection of other advisors. Christopher is committed to providing his clients with personalized service and helping them achieve their financial goals. Prior to joining Hbks Wealth Advisors, Christopher worked at several firms including Securities America, Inc., Royal Alliance Associates, Inc., American Express Financial Advisors Inc., and IDS Financial Services Inc.
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
PA
09/12/2001 - Present
Hbks Wealth Advisors (ERIE PA)
PA
01/02/2009 - 01/06/2021
PURSHE KAPLAN STERLING INVESTMENTS (ERIE PA)
FL
09/30/2005 - 01/05/2009
SECURITIES AMERICA, INC. (NAPLES FL)
OH
08/08/2001 - 10/05/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
01/06/1995 - 08/09/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
04/01/1976 - 01/10/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/01/1976 - 01/10/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
04/01/1976 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 08/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/22/1976
Series 1 - Registered Representative Examination
Active
Inactive
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