Unclaimed
Christopher Shea is a financial advisor at First Command Advisory Services. Christopher Shea has been in the industry since October 2019. Christopher Shea is a registered representative in Texas and an investment advisor representative in Texas. Christopher Shea has a Series 66 license and Series 7TO, Series 6TO, SIE licenses. Christopher Shea has worked at Edward Jones and Allstate Financial Services, LLC in the past. Christopher Shea specializes in financial planning and portfolio management for individuals.
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.
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
TX
03/09/2023 - Present
First Command Advisory Services (FORT WORTH TX)
TX
06/09/2022 - 02/24/2023
ALLSTATE FINANCIAL SERVICES, LLC (Arlington TX)
TX
06/15/2019 - 02/03/2022
EDWARD JONES (WEATHERFORD TX)
BOTH
Issued 07/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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