Unclaimed
Christopher Roberts is a financial advisor currently registered with U.S. Bancorp Investments, Inc. He has been in the financial services industry since August 1990. Christopher has a wide range of experience in the financial services industry and has passed numerous securities examinations. He is registered with the Securities and Exchange Commission (SEC) and holds licenses in several states. Christopher is also a member of The Tank PC, LLC and is a homeowner who also runs a vacation rental.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
OH
06/11/2024 - Present
U.s. Bancorp Investments, Inc. (Gahanna OH)
NJ
05/31/2000 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
IN
12/16/1996 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MA
08/17/1990 - 12/13/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/17/1990 - 12/13/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 04/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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