Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Patrick Walsh is a financial advisor with Centaurus Financial, Inc. located in Newport Beach, CA. Christopher has been in the financial industry since December 9, 1992. Christopher holds a Series 7, Series 63, Series 24, and Series 65 license. Centaurus Financial, Inc. is a firm that provides financial planning, portfolio management, and other investment advisory services.
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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2
CA
08/24/2009 - Present
Centaurus Financial, Inc. (NEWPORT BEACH CA)
CA
04/19/2001 - 08/24/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORANGE CA)
CA
03/31/2000 - 04/23/2001
ROUND HILL SECURITIES, INC. (ALAMO CA)
MO
02/13/1995 - 04/11/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
12/10/1992 - 02/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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