Unclaimed
Christopher Bartkus is a financial advisor with Cetera Investment Advisers LLC based in Clearwater, Florida. Christopher has been in the financial services industry since 1971. Christopher is licensed to provide investment advisory services in Florida and has a Series 7, 63, 65 and 24 license. Christopher also holds licenses in other states and has experience working with individual investors, corporations, and charitable organizations. Christopher is committed to providing his clients with personalized financial advice and guidance.
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
FL
06/02/2023 - Present
Cetera Investment Advisers LLC (CLEARWATER FL)
FL
07/28/2008 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (CLEARWATER FL)
FL
06/10/2003 - 07/29/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
AZ
05/19/1992 - 06/23/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
08/17/1983 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
01/26/1981 - 08/15/1983
NIES/BRAUER SECURITIES, INC.
NA
02/22/1978 - 02/29/1980
FIRST EQUITY CORPORATION OF FLORIDA
NA
09/08/1976 - 09/20/1977
CHUBB SECURITIES CORPORATION
NA
02/22/1974 - 07/10/1976
SENTRY EQUITY SERVICES, INC.
NA
12/16/1971 - 03/02/1974
CG EQUITY SALES COMPANY
IA
Issued 03/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Bartkus is the right advisor for you? Invested Better is here to help.