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CW

Christian R. Wing

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CRD#: 4066906
CW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Christian Roberts Wing was a registered financial professional .

Christian is a previously registered financial professional and started their career in finance in 1999. Christian had worked at 4 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 4, 2013 - June 19, 2015

HABERER REGISTERED INVESTMENT ADVISOR INC

RIA
CRD#: 110382
COLUMBUS, OH
Past

February 17, 2005 - July 9, 2010

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
DAYTON, OH
Past

July 30, 2004 - July 9, 2010

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
DAYTON, OH
Past

April 17, 2003 - December 31, 2003

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.

BD
CRD#: 13609
CEDAR RAPIDS, IA
Past

December 13, 1999 - March 14, 2001

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/16/2005
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


HR
HABERER REGISTERED INVESTMENT ADVISOR INC
HABERER REGISTERED INVESTMENT ADVISOR INC

CRD#: 110382 / SEC#: 801-13081

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Contact information


Main Address
41 South High Street, Columbus, OH 43215-6101
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/13/2015)

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


HABERER REGISTERED INVESTMENT ADVISOR INC

CRD#: 110382

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