Updated: Mar 1
Christopher Arends is now a CFA® Charterholder, belonging to the global community of more than 170,000 investment management professionals dedicated to upholding the highest professional standards, cultivating fair and robust investment markets, and putting investors first.
Chris started his investment operations career before joining Gatewood Wealth Solutions to support its Portfolio & Investment Team. He supports the firm's daily performance monitoring of its portfolios and individual client accounts. Chris analyzes holdings, new assets transitioning to the firm, gain and loss positions to assist advisors with tax efficiency, and optimizing client portfolios to allocations suited to account goals, risk tolerance, and time horizon. Chris also supports portfolio trading and tracking.
Chris is a CFA® Charterholder and has his Series 63 & 7 securities registrations held with LPL Financial and Life and Health licenses.
His certification has been long in the waiting, and the Gatewood Wealth Solutions team is incredibly excited and proud of his achievement. This accomplishment is an excellent testament to Chris's commitment to excellence!
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.