Chris A. Roberts, CFP
United Planners' Financial Services Of America A Limited Partner
Financial Planner in Winter Park, FL
Address:3001 Aloma Ave
Winter Park, FL 32792
About Chris A. Roberts
Chris Roberts is a financial professional at United Planners' Financial Services Of America A Limited Partner located in Winter Park, Florida. Chris Roberts holds an industry securities registration subject to FINRA oversight having passed securities examinations including S10, S6, S63, S65, S66, S7 and S9. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Chris Roberts provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Chris Roberts3001 Aloma Ave
Winter Park, FL 32792
Phone Number:
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Website:
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