Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Raymond Peitz is an Investment Advisor Representative associated with Calton & Associates, Inc., a registered investment advisor. Christopher has been working in the financial services industry since 1990. Christopher holds the Series 7, Series 24, Series 63 and Series 65 licenses, and has a Certified Financial Planner designation.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/15/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
SD
05/17/2010 - 07/10/2019
CAPITAL FINANCIAL SERVICES, INC. (MITCHELL SD)
SD
01/03/2006 - 05/17/2010
OKOBOJI FINANCIAL SERVICES, INC. (MITCHELL SD)
SD
08/18/1999 - 12/31/2005
MULTI-FINANCIAL SECURITIES CORPORATION (MITCHELL SD)
AZ
03/17/1995 - 08/25/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
04/24/1990 - 03/21/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 03/21/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/05/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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