Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Janecek is a registered representative with Avantax Advisory Services. Christopher has been in the industry since June 2010 and holds licenses in both Florida and Texas. Christopher specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher also offers educational seminars and selection of other advisors. Christopher is a partner in Paul B. Holm & Co., PLLC, a CPA/Accounting Firm in Victoria, TX, where he oversees day to day operations, tax, audit and bookkeeping work.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
TX
06/25/2010 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (VICTORIA TX)
BOTH
Issued 07/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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