Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mohring is an Investment Advisor Representative with Quotient Wealth Partners, LLC. Christopher is a Certified Financial Planner. Christopher has more than 10 years of experience in the financial industry, with previous roles at Goldman Sachs & Co. LLC, CETERA ADVISOR NETWORKS LLC, PTX SECURITIES, LLC, HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC., NEXBANK SECURITIES INC, and MORGAN STANLEY. Christopher holds Series 66, Series 24, and Series 7 securities licenses.
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.
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.
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TX
09/01/2023 - Present
Quotient Wealth Partners, LLC (IRVING TX)
TX
01/18/2021 - 10/19/2023
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
03/07/2019 - 03/22/2019
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
08/08/2017 - 03/07/2019
PTX SECURITIES, LLC (Plano TX)
TX
07/08/2015 - 05/25/2017
HIGHLAND CAPITAL FUNDS DISTRIBUTOR, INC. (DALLAS TX)
TX
03/18/2016 - 06/08/2016
NEXBANK SECURITIES INC (DALLAS TX)
LA
09/25/2013 - 06/25/2015
MORGAN STANLEY (BATON ROUGE LA)
BOTH
Issued 10/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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