Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Avey is an investment advisor representative, registered with Planmember Securities Corp. and CS Planning Corp.. Christopher has been in the securities industry since 1999. Christopher is currently registered in Idaho and Washington.
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.
Provides investment supervisory services
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.
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2
CA
05/31/2018 - Present
Planmember Securities Corp. (CARPINTERIA CA)
WA
06/10/2014 - 04/26/2018
CETERA INVESTMENT SERVICES LLC (SPOKANE WA)
WA
01/03/2012 - 06/06/2014
CETERA INVESTMENT SERVICES LLC (SPOKANE WA)
WA
10/06/2010 - 12/31/2011
FIRST ALLIED SECURITIES, INC. (WALLA WALLA WA)
WA
07/19/2004 - 10/13/2010
PRIMEVEST FINANCIAL SERVICES, INC. (WALLA WALLA WA)
CA
02/11/2003 - 07/08/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NJ
12/12/2000 - 02/14/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
01/01/1999 - 01/02/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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