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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Morrison is an investment advisor representative with AE Wealth Management, LLC and is based in Ponte Vedra, FL. Christopher has been in the industry since 2009 and is licensed in Florida and Texas. The advisor works with individuals, high-net-worth individuals, businesses, and retirement plans, offering a range of services, including financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Christopher has also been a registered representative of Madison Avenue Securities, LLC and PlanMember Securities Corporation.
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.
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FL
10/21/2024 - Present
AE Wealth Management, LLC (Ponte Vedra FL)
FL
09/18/2017 - 12/31/2018
MADISON AVENUE SECURITIES, LLC (Jacksonville FL)
FL
01/23/2015 - 09/20/2017
PLANMEMBER SECURITIES CORPORATION (JACKSONVILLE FL)
BC
Issued 05/30/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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