Unclaimed
Christopher Paul Clinton is a Registered Representative and Investment Advisor Representative with Transamerica Retirement Advisors, LLC. Christopher has been in the financial services industry since 2004 and is registered in Wisconsin. Christopher has experience with Metlife Securities Inc., M&I Brokerage Services, Inc. and BANC One Securities Corporation. Christopher specializes in providing financial services to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
WI
07/29/2014 - Present
Transamerica Retirement Advisors, LLC (MENOMONEE FALLS WI)
WI
02/02/2009 - 12/24/2009
METLIFE SECURITIES INC. (MILWAUKEE WI)
WI
07/31/2003 - 06/02/2005
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IL
02/25/1999 - 06/16/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 07/29/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Clinton is the right advisor for you? Invested Better is here to help.