CZ
CFP
CZ
CFP

Christopher Zehner

25 Years of Experience
Erie, PA
BrokerSells Insurance

Christopher Zehner is a CFP-designated registered investment advisor, based in Erie, PA, with 25 years of industry experience.

Location

2725 Colonial Ave, Erie, PA, 16506

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is an Investment Advisor Representative with HBK Sorce Advisory, LLC and an agent with HBK Sorce Insurance LLC since 2009, dedicating full-time hours and a few hours per week, respectively. He is also a Registered Representative with Purshe Kaplan Sterling Investments and a member of the Planned Giving Committee for United Way of Erie County, spending minimal time on the latter.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2009 - Present · 17 yrs 3 mos
Hbks Wealth Advisors
September 2001 - Present · 24 yrs 7 mos
Previous Registrations
Securities America, INC.Broker
September 2005 - January 2009 · 3 yrs 4 mos
Cap Pro Brokerage Services, INC.Broker
August 2001 - October 2005 · 4 yrs 2 mos
Royal Alliance Associates, INC.Broker
January 2001 - August 2001 · 7 mos
American Express Financial Advisors INC.Broker
August 2000 - January 2001 · 5 mos
Ids Life Insurance CompanyBroker
August 2000 - January 2001 · 5 mos
State Registrations17 states
AZCACOFLGAILINNCNHNVNYOHPASCTXVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.