Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cunningham is a financial advisor with Bok Financial Securities, Inc.. Christopher has been a registered representative since March 1999 and has been with Bok Financial Securities, Inc. since August 2009. Prior to that Christopher worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is registered in 20 states and holds a Series 7, Series 66 and SIE licenses. Christopher specializes in providing portfolio management for businesses and individuals, as well as financial planning and educational seminars.
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.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
NM
08/28/2009 - Present
BOK Financial Securities, Inc. (ALBUQUERQUE NM)
NM
03/11/1999 - 08/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBUQUERQUE NM)
BOTH
Issued 04/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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