Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Herkert is a financial advisor with Founders Financial Securities LLC, a broker-dealer and investment advisor. Christopher has been in the financial industry since December 2010 and has a Series 6, Series 63, and Series 65 license. He provides a wide range of financial services including financial planning, portfolio management, and pension consulting. Christopher is registered in 17 states and has experience working with individual clients, corporations, businesses, and charitable organizations. He also has experience working with clients of high net worth.
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
WA
05/04/2021 - Present
Founders Financial Securities LLC (Bellingham WA)
WI
12/22/2010 - 06/09/2021
WOODBURY FINANCIAL SERVICES, INC. (CEDARBURG WI)
IA
Issued 02/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Herkert is the right advisor for you? Invested Better is here to help.
