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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Petty has been in the financial industry since 1989 and is currently registered with Cetera Investment Advisers LLC. Christopher Petty is also a registered representative with Cetera Investment Advisers LLC in Texas. Christopher Petty has previously worked for VOYA FINANCIAL ADVISORS, INC., WALNUT STREET SECURITIES, INC., BIRCHTREE FINANCIAL SERVICES, INC., and AFFILIATED SECURITY BROKERS, INC.. Christopher Petty holds a Series 7, Series 63, and Series 65 license. Christopher Petty is also a Certified Public Accountant (CPA) and holds a designation as a Certified Valuation Analyst (CVA). Christopher Petty specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (Tyler TX)
TX
01/13/2000 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TYLER TX)
CA
10/20/1993 - 10/26/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MN
02/01/1991 - 10/12/1993
BIRCHTREE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NA
06/21/1989 - 02/01/1991
AFFILIATED SECURITY BROKERS, INC.
IA
Issued 06/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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