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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Irvin is a financial advisor with Western International Securities, Inc., with offices in Crystal Bay, NV and Petaluma, CA. Christopher Irvin is a Registered Representative and Investment Advisor Representative of Western International Securities, Inc. and has been in the financial industry since July 12, 1988. Christopher Irvin has a Series 7, Series 63, Series 9, Series 10, and Series 65. Christopher Irvin offers a variety of services, including financial planning, portfolio management, pension consulting, and educational seminars. Christopher Irvin is also involved in teaching a MBA international business course at Sonoma State University.
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.
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.
1
2
NV
06/10/2015 - Present
Western International Securities, Inc. (Crystal Bay NV)
CA
12/23/2013 - 02/11/2014
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
11/01/2010 - 12/13/2013
GBS FINANCIAL CORP. (SANTA ROSA CA)
CA
08/12/2006 - 11/05/2010
UBS FINANCIAL SERVICES INC. (SANTA ROSA CA)
CA
07/03/1996 - 08/12/2006
PIPER JAFFRAY & CO. (SONOMA CA)
NY
07/31/1993 - 07/26/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
01/02/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MA
04/05/1989 - 09/26/1989
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/07/1988 - 04/04/1989
EAST/WEST SECURITIES CO.
IA
Issued 09/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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