Christopher L. Mediate
Professional summary
Christopher Lee Mediate is a registered financial advisor currently at MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC located in Canfield, Ohio.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Lee Mediate's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2011 - Present
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
Office #1: 6674 Tippecanoe Rd Suite 6, Canfield, OH 44406September 15, 2009 - July 22, 2011
FORESTERS EQUITY SERVICES, INC.
September 14, 2009 - July 22, 2011
FORESTERS EQUITY SERVICES, INC.
August 5, 2008 - September 14, 2009
NEXT FINANCIAL GROUP, INC.
July 10, 2002 - September 14, 2009
NEXT FINANCIAL GROUP, INC.
March 23, 1999 - July 10, 2002
OSAIC WEALTH, INC.
January 7, 1999 - January 29, 1999
MIDSOUTH CAPITAL, INC.
July 25, 1997 - December 31, 1998
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
December 6, 1996 - July 31, 1997
NATIONWIDE SECURITIES, LLC
May 9, 1996 - December 13, 1996
AMERICAN GENERAL EQUITY SERVICES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/22/2011)
(10/5/2018)
(3/18/2020)
Exams
Current Firm
MEDIATE FINANCIAL INVESTMENT ADVISORY SERVICES, LLC
CRD#: 158134 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 616 |
| AUM (Assets Under Management) | $ 66,950,662 |
Red Flags
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