Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ellis is a financial advisor with Raymond James Financial Services Advisors, Inc. Christopher is a registered investment advisor in Idaho, having a total of 19 state registrations and 1 firm registration. Christopher is an experienced advisor with more than 13 years in the industry. Christopher also has a principal license with Series 10 and Series 9 exams. Christopher is registered to provide investment advice to individuals and businesses. Christopher also works with retirement planning and estate planning.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ID
08/26/2013 - Present
Raymond James Financial Services Advisors, Inc. (GARDEN CITY ID)
ID
08/20/2010 - 09/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOISE ID)
BOTH
Issued 09/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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