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Chris N. Velisaris

VELISARIS INVESTMENT CONSULTING SERVICES
BROOKFIELD, IL 60513
Some features on this profile are disabled
CRD#: 2515425
CV

Professional summary

Chris Nicholas Velisaris, who also goes by Chris Velisaris, is a registered financial advisor currently at VELISARIS INVESTMENT CONSULTING SERVICES, INC. located in Brookfield, Illinois.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Chris has worked at 1 firm and has passed the Series 65 and Series 2 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Chris Velisaris

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
GATX CORPORATION, CHICAGO, ILLINOIS DIRECTOR CORPORATE FINANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Nicholas Velisaris's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 9, 1997 - Present

VELISARIS INVESTMENT CONSULTING SERVICES, INC.

Office #1: 3805 Raymond Avenue, Brookfield, IL 60513
RIA
CRD#: 123094
BROOKFIELD, IL
Past

September 9, 1997 - October 28, 2002

VELISARIS INVESTMENT CONSULTING SERVICES, INC.

RIA
CRD#: 123094
LA GRANGE, IL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(9/9/1997)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/2/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 2
Date: 7/5/1994
Non-Member General Securities Examination

Current Firm

VI
VELISARIS INVESTMENT CONSULTING SERVICES, INC.
VELISARIS INVESTMENT CONSULTING SERVICES, INC. | VERLISARIS INVESTMENT CONSULTING SERVICES, INC.

CRD#: 123094 / SEC#:

Illinois
Registered Investment Advisory firm - (9/9/1994 Approved)
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Contact information

Main Address
La Grange, IL
Mailing Address
59 Drexel Avenue, La Grange, Il, IL 60525-5845
Phone number
(708) 655-8073
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VELISARIS INVESTMENT CONSULTING SERVICES, INC.

CRD#: 123094Brookfield, IL 60513

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