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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 Phillips is a financial advisor with Cetera Investment Advisers LLC. Christopher has been in the financial industry since May 2010. Christopher has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Christopher has a history of working with clients in the New York and North Carolina areas. Christopher's previous experience includes working at Foresters Financial Services, Inc. and Foresters Advisory Services. Christopher is able to provide financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars to clients.
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.
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NY
06/19/2019 - Present
Cetera Investment Advisers LLC (CHEEKTOWAGA NY)
NY
05/11/2010 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (CHEEKTOWAGA NY)
IA
Issued 7/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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