Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Williams is a financial advisor in Cedar Rapids, IA. Christopher has been in the financial services industry since 1984. Christopher is currently registered with BFC Planning, Inc. and previously worked at Berthel, Fisher & Company Financial Services, Inc., Bancwest Investment Services, Inc., Wachovia Securities, LLC, UBS Painewebber Inc., Kidder, Peabody & Co. Incorporated and First Investors Corporation. Christopher holds Series 7, Series 63 and Series 65 licenses and has passed the SIE exam.
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.
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.
Solicitor fee
1
2
IA
01/17/2018 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
OK
12/15/2011 - 12/31/2017
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (TULSA OK)
OK
03/19/2009 - 10/10/2011
BANCWEST INVESTMENT SERVICES, INC. (BARTLESVILLE OK)
OK
05/10/2002 - 03/18/2009
WACHOVIA SECURITIES, LLC (TULSA OK)
NJ
03/07/1988 - 05/24/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NA
06/20/1984 - 03/09/1988
KIDDER, PEABODY & CO. INCORPORATED
NA
06/20/1984 - 05/17/1985
FIRST INVESTORS CORPORATION
IA
Issued 11/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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