Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Morris has been working in the financial services industry for over 20 years. Currently, Christopher is a registered representative with CMA Financial Services, a firm based in Atlanta, Georgia. Prior to his role at CMA Financial Services, Christopher has also held positions with CAPE SECURITIES INC., TRANSAMERICA FINANCIAL ADVISORS, INC, TRIAD ADVISORS, INC., INTERSECURITIES, INC., and AXA ADVISORS, LLC. Christopher holds various licenses and certifications, including the Series 7, Series 6, Series 63, Series 65, Series 24 and SIE licenses, as well as the Certified Financial Planner designation. Christopher has expertise in various financial services areas including, financial planning and portfolio management for individuals.
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.
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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GA
04/25/2018 - Present
CMA Financial Services (Atlanta GA)
GA
06/27/2012 - 08/04/2016
CAPE SECURITIES INC. (Dunwoody GA)
GA
05/18/2004 - 07/05/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (TUCKER GA)
GA
04/29/2002 - 05/18/2004
TRIAD ADVISORS, INC. (ATLANTA GA)
FL
11/27/2001 - 05/01/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
09/28/2000 - 11/05/2001
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 05/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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