Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Warren? Claim Your ProfileWarren Woodrow Church has been in the financial industry since June 1998. Warren is currently registered as a Registered Representative with Cambridge Investment Research Advisors, Inc., a firm that employs over 3,000 licensed professionals and has over $87 Billion in assets under management. Warren is also registered with the state of Colorado as an Investment Advisor Representative. In addition to his current role, Warren has previously held positions at Waddell & Reed, and various insurance carriers. Warren has Series 6, 7 and 66 securities licenses, and also holds the SIE. Warren's areas of specialization include individual and business retirement planning, mutual funds, life insurance, and college savings plans. Warren is committed to providing personalized financial advice and guidance to help clients achieve their financial 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.
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.
Solicitation fees from 3rd party money managers
1
2
CO
12/08/2017 - Present
Cambridge Investment Research Advisors, Inc. (Erie CO)
CO
06/25/1998 - 12/15/2017
WADDELL & REED (LONGMONT CO)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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