Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Roy Werner is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with MML Investors Services, LLC in Springfield, Massachusetts. Christopher is a licensed securities professional with a Series 6, 7, 24, 52TO, 63, 99TO, and SIE licenses. Christopher has experience working with various client types, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Previously, Christopher was affiliated with Thrivent Investment Management Inc in Appleton, Wisconsin.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
12/21/2022 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
WI
10/21/2010 - 12/16/2022
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
WI
10/18/2000 - 12/31/2009
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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