Christopher W. Harper
Professional summary
Christopher William Harper, CFP®, CIMA®, who also goes by Chris Harper, is a registered financial professional currently at PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan and VALMARK SECURITIES, INC. located in Southfield, Michigan.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 2010. Christopher has worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Christopher William Harper's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2008
Experience
October 19, 2009 - Present
PLANTE MORAN INSURANCE AGENCY
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075January 14, 2010 - Present
VALMARK SECURITIES, INC.
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075May 25, 2010 - March 22, 2023
PLANTE MORAN FINANCIAL ADVISORS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/17/2024)
(11/6/2013)
(11/25/2024)
(10/14/2025)
(1/14/2010)
(1/14/2010)
(8/1/2019)
(10/22/2024)
(1/14/2010)
(10/23/2024)
(9/30/2024)
(5/22/2020)
(1/15/2010)
(2/16/2024)
(4/3/2024)
(11/11/2020)
(12/2/2024)
(10/31/2024)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationFINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
Red Flags
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