Unclaimed
Christopher Neidlinger is an investment advisor representative with ISC Advisors, Inc. Christopher has been in the securities industry since March 3, 2010. Christopher holds the Series 6, 7, 14, 24, 63, and 65 licenses. Christopher has previously worked with Frost Brokerage Services, Inc. and T. Rowe Price Investment Services, Inc. Christopher's specialties include asset allocation, investment management, financial planning, and retirement planning. Christopher provides services to a range of clients, including individuals, families, trusts, and businesses. Christopher's philosophy is to provide personalized financial advice that is tailored to each client's individual needs and goals.
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.
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
TX
07/15/2021 - Present
ISC Advisors, Inc. (DALLAS TX)
TX
05/12/2015 - 07/07/2021
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
MD
12/19/1997 - 02/25/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 02/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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