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Christopher Arthur Markos
Compliance Officer at Choice Wealth Advisors LLC
Christopher Arthur Markos active positions
Companies | Position | Start | End |
---|---|---|---|
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 | 31/07/2018 | - |
Career history of Christopher Arthur Markos
Former positions of Christopher Arthur Markos
Companies | Position | Start | End |
---|---|---|---|
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 | 31/08/2013 | 30/09/2016 |
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 | 31/10/2011 | 31/08/2013 |
The Bank of Maine
![]() The Bank of Maine Savings BanksFinance The Bank of Maine is a company based in Portland, ME. | Corporate Officer/Principal | 31/03/2008 | 31/08/2013 |
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 | 31/03/2008 | 31/10/2011 |
Training of Christopher Arthur Markos
Bentley University | Undergraduate Degree |
Southern New Hampshire University | Masters Business Admin |
Statistics
International
United States | 8 |
Operational
Corporate Officer/Principal | 4 |
Compliance Officer | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 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 |