Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Montz is a financial professional with First Command Advisory Services, specializing in financial planning and portfolio management. Christopher has over 30 years of experience in the financial services industry. Christopher is registered in Alabama, Louisiana and Mississippi as a broker and an investment advisor. Christopher holds the Series 63, 65 and 6TO licenses.
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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TX
03/05/2024 - Present
First Command Advisory Services (FORT WORTH TX)
IA
Issued 02/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/27/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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