Unclaimed
Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc. Christopher has been in the financial services industry for over a decade. Christopher provides financial planning, portfolio management, educational seminars, and selection of other advisors for individuals and businesses. Christopher is licensed and registered in California. Christopher has experience working with clients of all types, including individuals, families, businesses, and charities. Christopher is committed to providing clients with personalized financial advice that meets their specific needs.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
11/21/2023 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
WA
05/22/2013 - 12/21/2017
EATON VANCE DISTRIBUTORS, INC. (SEATTLE WA)
CA
08/09/2011 - 04/30/2013
DFA SECURITIES LLC (SANTA MONICA CA)
BOTH
Issued 10/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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