Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Suttmeier is an active investment advisor representative. Christopher holds a Series 6, Series 7, Series 63, and Series 66 securities license. Christopher is registered with Vicus Capital, Inc. and Marmaras and Smith, LLC. Christopher has been working in the financial industry for over 5 years and has experience with a variety of financial products and services. Christopher specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
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
NJ
09/28/2023 - Present
Vicus Capital, Inc. (Bedminster NJ)
NJ
10/20/2022 - 10/06/2023
MORGAN STANLEY (Lawrenceville NJ)
MA
05/23/2018 - 10/07/2022
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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