Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Omel is a financial advisor with over 20 years of experience in the financial services industry. Christopher is currently registered with D.a. Davidson & Co. in Carlsbad, California. Previously, Christopher has worked for Crowell Weedon & Co. and Chatfield Dean & Co., Inc.. Christopher's expertise includes financial planning, portfolio management for individuals and businesses, pension consulting, and publication of periodicals.
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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2
CA
02/26/2019 - Present
D.a. Davidson & Co. (CARLSBAD CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (CARLSBAD CA)
CA
05/17/1999 - 11/04/2013
CROWELL, WEEDON & CO. (CARLSBAD CA)
CO
12/09/1991 - 12/16/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 05/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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