Christian Beiter (CRD# 4583834) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Brandon, FL and has over 21 years of experience in the finance industry. Christian Beiter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6525251
Truist Advisory Services, Inc.
CRD# 4508553
Raymond James & Associates, Inc.
CRD# 5161601
Amuni Financial, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.w. Cole Advisors, Inc. | Tampa, FL | Jun 2009 - Current | 14 |
| J.w. Cole Financial, Inc. | Tampa, FL | Feb 2009 - Current | 15 |
| Preservation 1st Financial Group, LLC | Tampa, FL | Jan 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- FL
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Total Assets Under Management5,736MILLIONS
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Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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