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Christopher Sheridan is an Investment Advisor Representative with Impact Partnership Wealth, LLC and has been in the industry for 5 years. Christopher Sheridan is registered with the state of Georgia and is currently employed by Impact Partnership Wealth, LLC in Conyers, GA. Christopher specializes in providing financial planning and portfolio management for individuals. Christopher has a Series 65 license and has been in the financial services industry since 2018. Christopher has a strong track record of providing sound financial advice to individuals and families.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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GA
07/17/2023 - Present
Impact Partnership Wealth, LLC (Conyers GA)
IA
Issued 06/15/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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