Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bateman is a financial advisor who has been in the industry since 2015. Christopher Bateman is currently registered with Concourse Financial Group Securities, Inc. and has been with the firm since 2017. Christopher Bateman has passed the Series 7, Series 66, and SIE exams. Christopher Bateman is registered in 14 states: Alaska, Arizona, California, Colorado, Idaho, Montana, Nevada, New Mexico, Oregon, Texas, Washington, and Wyoming. Christopher Bateman provides financial planning services and portfolio management for individuals, businesses, and investment companies. Christopher Bateman also provides pension consulting services and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
ID
04/13/2017 - Present
Concourse Financial Group Securities, Inc. (Idaho Falls ID)
WA
09/01/2015 - 03/17/2017
WADDELL & REED (BELLEVUE WA)
BOTH
Issued 10/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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