Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cox is a financial advisor with Portside Wealth Group, LLC. He has been in the industry for 15 years and has worked at several other firms, including Foothill Securities, Inc., Berthel, Fisher & Company Financial Services, Inc., and World Group Securities, Inc. Christopher Cox is registered with the state of California. He specializes in providing financial planning, pension consulting, selection of other advisors, and portfolio management services.
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.
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
UT
05/22/2024 - Present
Portside Wealth Group, LLC (PROVO UT)
CA
02/02/2009 - 02/03/2014
FOOTHILL SECURITIES, INC. (MOUNTAIN VIEW CA)
CA
02/05/2008 - 12/01/2008
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CUPERTINO CA)
CA
01/01/2007 - 01/11/2008
WORLD GROUP SECURITIES, INC. (SAN JOSE CA)
BOTH
Issued 03/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2009
Series 24 - General Securities Principal Examination
BC
Issued 02/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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