Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Robert Perez is a financial professional with over 17 years of experience in the financial services industry. Christopher is currently registered with Calton & Associates, Inc. in Tampa, FL. Christopher holds Series 6 and Series 63 licenses and has passed the SIE exam. Christopher has also been registered in several other states, including Alabama, Georgia, New Jersey, North Carolina, Ohio, and Rhode Island. Christopher specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/01/2019 - Present
Calton & Associates, Inc. (TAMPA FL)
GA
03/02/2007 - 07/01/2019
CAPITAL FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
09/15/2006 - 02/28/2007
UNITED SECURITIES ALLIANCE, INC. (MARIETTA GA)
GA
11/11/2005 - 10/11/2006
PROEQUITIES, INC. (ATLANTA GA)
MN
03/13/2002 - 11/15/2005
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BC
Issued 04/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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