Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Cotterell is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with Wealthcare Advisory Partners LLC, an independent investment advisor firm. Christopher also provides financial services through the firm’s DBA, Water Street Financial. Christopher is registered to offer securities and investment advisory services in multiple states. His areas of expertise include financial planning, pension consulting, and 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.
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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VA
01/02/2024 - Present
Wealthcare Advisory Partners LLC (WINCHESTER VA)
VA
06/01/2008 - 01/29/2016
INFINEX INVESTMENTS, INC. (Winchester VA)
VA
11/02/2007 - 06/01/2008
BI INVESTMENTS, LLC (WINCHESTER VA)
VA
12/18/2001 - 10/08/2007
AMERICAN GENERAL SECURITIES INCORPORATED (WINCHESTER VA)
NE
09/30/1998 - 11/20/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
GA
02/01/1996 - 04/14/1997
RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)
TX
08/29/1995 - 12/31/1995
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
BOTH
Issued 01/20/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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