Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wayne Bordner is a financial advisor registered with LPL Financial LLC and Synergy Investment Management LLC in Florida. Christopher has been in the financial services industry since 1999 and has experience in providing investment advisory services to individuals, businesses, and high-net-worth clients. Christopher holds Series 6, 7, 24, 63, and 65 securities licenses and is a registered representative of LPL Financial LLC. He is also a registered investment advisor representative of Synergy Investment Management LLC, an independent investment advisor firm. Christopher offers financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
FL
11/04/2021 - Present
Synergy Investment Management LLC (Altamonte Springs FL)
FL
03/31/2014 - 12/24/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
11/12/2002 - 04/08/2014
METLIFE SECURITIES INC. (ORLANDO FL)
FL
11/12/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
CA
04/23/2001 - 12/13/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MA
12/07/1999 - 04/20/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/07/1999 - 04/20/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 05/21/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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