Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bourgeois is a financial professional with over 20 years of experience in the industry. Christopher has a strong background in investments, insurance and business consulting. Christopher holds several licenses and certifications including Series 6, 63, 65 and SIE. Christopher is currently registered with World Equity Group, Inc. and has previously been associated with Raymond James Financial Services, Inc., Questar Capital Corporation and Securian Financial Services, Inc. Christopher specializes in 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.
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
TX
02/05/2024 - Present
World Equity Group, Inc. (Houston TX)
TX
07/07/2014 - 10/04/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
TX
03/28/2012 - 07/01/2014
QUESTAR CAPITAL CORPORATION (THE WOODLANDS TX)
TX
01/29/2002 - 03/27/2012
SECURIAN FINANCIAL SERVICES, INC. (HOUSTON TX)
IA
Issued 02/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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