Christopher James Wolfe

Current Employers

Employment History

• 09/2013 → 04/2017
  Guardian Life Insurance Co.
  Westbury, NY
• 09/2013 → 04/2017
  Park Avenue Securities
  Westbury, NY
• 04/2017 → Present
  American Portfolios Financial Services, Inc.
  Holbrook, NY

Previous Registrations

• 2021-04-01 → 2023-12-05
  American Portfolios Advisors, Inc
  Holbrook, NY

Other Businesses

1) CJW Financial Associates, Premium Financing Life Insurance Sales. Not Investment related. Start date: 01/01/2005. Address: One Old Country Rd Suite 335, Carle Place NY, 11514. Title: President. Duties: Premium Financing Life Insurance Sales, marketing, and Planning. Sale of fixed insurance and fixed indexed insurance products. Time spent during regular hours: 20%. 2) Real Estate Industry & Mortgage Services Referrals for Title Insurance. Not Investment related. Start date: 01/01/2006. Address: One Old Country Rd Suite 335, Carle Place NY, 11514. Title: Referral Partner. Duties: Real Estate Industry & Mortgage Services Referrals for Title Insurance to United Land Title. Time spent during regular hours: 5%. 3) Independent Insurance Agent. Not investment related. Start date: 09/01/2000. Address: One Old Country Rd Suite 335, Carle Place NY, 11514. Title: Independent Insurance Agent. Duties: Selling all Insurance products Including life, health, LTC, DI, and fixed annuities, fixed indexed annuities and group medical benefits with Oxford and Emblem. Time spent during regular hours: 40%. 4) Fixed Insurance Sales. Not investment related. Start date: 12/01/2015. Address: One Old Country Rd Suite 335, Carle Place NY, 11514. Title: Sales Rep / Insurance Advisor. Duties: Sale and Marketing of Fixed Life, Indexed life, fixed indexed annuities, Fixed Annuity products and Health Insurance Products through CPS Elite advisors and other BGA to existing clients, prospects and other brokers. Time spent during regular hours: 25%.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-16