Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ersbo is a financial advisor who has been in the industry since 2001. Christopher is currently registered with Cetera Investment Advisers LLC in Grafton, Wisconsin. Christopher previously worked with several firms, including Empower Financial Services, Inc., Resolute Investment Distributors, Inc., Foreside Fund Services, LLC, ALPS Distributors, Inc., Heartland Investor Services, LLC, Heartland Advisors, Inc., and Dean Witter Reynolds Inc. Christopher holds several licenses, including Series 7, Series 31, Series 63, Series 65, and Series 66. Christopher is also a registered investment advisor in Wisconsin.
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
WI
01/05/2024 - Present
Cetera Investment Advisers LLC (GRAFTON WI)
CO
01/27/2022 - 10/11/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
02/28/2018 - 02/10/2020
RESOLUTE INVESTMENT DISTRIBUTORS, INC. (IRVING TX)
ME
11/25/2008 - 02/28/2018
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
WI
08/01/2007 - 10/24/2008
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
WI
12/21/2001 - 07/31/2007
HEARTLAND INVESTOR SERVICES, LLC (MILWAUKEE WI)
WI
09/01/2000 - 12/21/2001
HEARTLAND ADVISORS, INC. (MILWAUKEE WI)
NY
08/28/1998 - 08/30/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 2/28/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 9/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 1/2/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 8/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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