Unclaimed
Christopher Rowey is a financial advisor based in Irvine, CA, with over 35 years of experience in the industry. Christopher has worked with Benefit Financial Services Group since 2007, and previously worked for FINANCIAL NETWORK INVESTMENT CORPORATION and AMERICAN FUNDS DISTRIBUTORS, INC. Christopher is licensed in California and Texas and has a strong background in financial planning, portfolio management, and insurance solutions.
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.
Credit and cash management solutions, insurance solutions
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.
A percentage of assets under consultation
1
2
CA
10/09/2024 - Present
Benefit Financial Services Group (IRVINE CA)
CA
09/10/2007 - 12/31/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (IRVINE CA)
CA
10/16/1987 - 03/01/2006
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
NA
01/01/1987 - 02/06/1987
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
IA
Issued 08/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/05/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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