Christopher Arthur Markos
Compliance Officer bij Choice Wealth Advisors LLC
Profiel
Mr. Christopher A.
Markos is a Financial Advisor at Choice Wealth Advisors LLC.
He has worked in the financial services industry since 2006.
He works with individuals, families, and small businesses to help them puruse their lifetime financial goals.
His financial experience includes retirement and income generation planning, business retirement plans, and wealth management advising.
Mr. Markos was previously employed as a Principal by Investors Capital Corp., a Principal by PrimeVest Financial Services, Inc., a Principal by Sorrento Pacific Financial LLC, and a Principal by The Bank of Maine.
He earned an MBA from Southern New Hampshire University and a B.S.
from Bentley University with a major in Accounting and a minor in Computer Information Systems.
He holds Series 7 and 66 registrations as well as a Maine Life and Health insurance license.
He is a CERTIFIED FINANCIAL PLANNER TM practitioner.
He obtained his CFP certification after completing the Financial Planning Program through Boston University.
Actieve functies van Christopher Arthur Markos
| Bedrijven | Functie | Begin |
|---|---|---|
Choice Wealth Advisors LLC
 Choice Wealth Advisors LLC Investment ManagersFinance Choice Wealth Advisors LLC (CWA) is a SEC-registered investment advisor and wealth management firm headquartered in Waterville, Maine. The firm was founded in 2018 and is a wholly owned subsidiary of Choice Investments, Inc. Their ultimate parent is Fiserv, Inc. (NASDAQ: FISV). CWA offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Compliance Officer | 01-08-2018 |
Eerdere bekende functies van Christopher Arthur Markos
| Bedrijven | Functie | Einde |
|---|---|---|
Investors Capital Corp.
 Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Corporate Officer/Principal | 01-10-2016 |
Cetera Investment Services LLC
 Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Corporate Officer/Principal | 01-09-2013 |
The Bank of Maine
 The Bank of Maine Savings BanksFinance The Bank of Maine is a company based in Portland, ME. | Corporate Officer/Principal | 01-09-2013 |
Sorrento Pacific Financial LLC
 Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Corporate Officer/Principal | 01-11-2011 |
Opleiding van Christopher Arthur Markos
| Bentley University | Undergraduate Degree |
| Southern New Hampshire University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
Choice Wealth Advisors LLC
Choice Wealth Advisors LLC Investment ManagersFinance Choice Wealth Advisors LLC (CWA) is a SEC-registered investment advisor and wealth management firm headquartered in Waterville, Maine. The firm was founded in 2018 and is a wholly owned subsidiary of Choice Investments, Inc. Their ultimate parent is Fiserv, Inc. (NASDAQ: FISV). CWA offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and retirement plans. | Finance |
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Finance |
The Bank of Maine
The Bank of Maine Savings BanksFinance The Bank of Maine is a company based in Portland, ME. | Finance |
Cetera Investment Services LLC
Cetera Investment Services LLC Investment Banks/BrokersFinance Cetera Investment Services LLC provides brokerage, insurance and investment advisory services. It offers solutions in the areas of education and training, practice management, sales support, marketing and compliance for financial professionals; and wealth management programs. The company was founded in 1984 and is headquartered in St. Cloud, MN. | Finance |
Investors Capital Corp.
Investors Capital Corp. Investment Banks/BrokersFinance Founded in 1992, Investors Capital Corp. is an independent SEC-registered broker/dealer headquartered in Lynnfield, Massachusetts. The firm is a subsidiary of Investors Capital Holdings Ltd. They provide a full array of trading and execution services for their clients. The firm does not provide any internal research. Investors Capital Corp. is a member FINRA, NASD and SIPC. | Finance |
