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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 Rand is a financial advisor with The Wealth Consulting Group, a firm with a focus on providing investment advice to individuals, high-net-worth individuals, and businesses. Christopher has been in the financial services industry since 1996 and has experience working with LPL Financial LLC, New England Securities, MetLife Securities Inc., Metropolitan Life Insurance Company, Hornor, Townsend & Kent, Inc., and Signator Investors, Inc. Christopher is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses. Christopher is currently registered as an Investment Advisor Representative in California and Texas.
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.
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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CA
11/25/2014 - Present
THE Wealth Consulting Group (SAN DIEGO CA)
CA
11/10/2014 - 04/03/2020
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
01/03/2014 - 11/14/2014
NEW ENGLAND SECURITIES (SAN DIEGO CA)
CA
11/24/2010 - 12/31/2013
NEW ENGLAND SECURITIES (SAN DIEGO CA)
CA
12/10/2001 - 12/22/2010
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
12/10/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
PA
02/13/2001 - 11/14/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
11/12/1996 - 03/08/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
11/12/1996 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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