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 Losey is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Empower Advisory Group, LLC, and has a broad range of experience serving individual clients, as well as corporations, trusts, estates, and retirement plans. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and has a Series 7, Series 66, Series 24, and Series 65. Christopher holds registrations in over 50 states. Previously, Christopher was employed with several other firms including GWFS Equities, Inc., Country Capital Management Company, Mutual of America Life Insurance Company, and Waddell & Reed, Inc..
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.
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
CO
04/05/2013 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
01/01/2011 - 03/13/2013
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
04/22/2009 - 01/06/2010
COUNTRY CAPITAL MANAGEMENT COMPANY (BROOMFIELD CO)
CO
04/07/2005 - 01/12/2009
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ENGLEWOOD CO)
CO
04/07/2005 - 01/12/2009
MUTUAL OF AMERICA SECURITIES CORPORATION (ENGLEWOOD CO)
KS
08/15/2003 - 12/31/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
TX
10/09/1996 - 07/09/2003
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
02/15/1996 - 06/28/1996
R A F FINANCIAL CORPORATION (DENVER CO)
CO
01/24/1996 - 02/16/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BC
Issued 01/04/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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