Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Polk is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since August 2008. Previously, Christopher worked for Multi-Financial Securities Corporation, MML Investors Services, Inc., and G. R. Phelps & Co., Inc. Christopher is licensed to provide financial advice in multiple states and holds several industry certifications, including the Series 7, Series 6, Series 63, and Series 65 exams. Christopher specializes in providing financial planning, portfolio management, and investment advisory services to individuals and families.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
08/11/2008 - Present
Cambridge Investment Research Advisors, Inc. (Littleton CO)
CO
02/15/2000 - 08/12/2008
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
MA
03/01/1996 - 02/15/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/18/1987 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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