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    Christopher Petrik

    Advisor & Managing Partner

    Christopher Petrik is an experienced financial professional currently serving as the Advisor & Managing Partner at JRS Investments and Wealth Preservation, LLC. He holds a Bachelor of Business Administration (BBA) with a focus on Financial Planning and Services from San Diego State University.

    Throughout his career, Christopher has held various positions in the finance industry, including:

    1. Financial Advisor at Morgan Stanley
    2. Financial Advisor at Waddell & Reed
    3. Financial Associate at Merrill Lynch

    His diverse experience in investment strategies and wealth management makes him a valuable asset in the financial planning sector. Christopher is based in Orange County, California, United States.

    It's worth noting that there may be another financial professional with the same name working as a Private Wealth Advisor for Ameriprise Financial in Braintree, MA.1 However, the information about the Advisor & Managing Partner at JRS Investments and Wealth Preservation, LLC specifically refers to the Christopher Petrik mentioned in the first search result.

    Highlights

    Christopher Petrik, Private Wealth Advisor in Braintree, MA
    Christopher Petrik, Private Wealth Advisor in Braintree, MA

    Related Questions

    What are Christopher Petrik's key achievements at JRS Investments and Wealth Preservation, LLC?
    How does Christopher Petrik's experience at Morgan Stanley, Waddell & Reed, and Merrill Lynch influence his current role?
    What specific investment strategies does Christopher Petrik specialize in?
    How does Christopher Petrik's background in financial planning and services benefit his clients?
    What certifications does Christopher Petrik hold that enhance his financial advisory services?
    Christopher Petrik
    Christopher Petrik, photo 1
    Christopher Petrik, photo 2
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    Location

    Orange County, California, United States