Unclaimed
Chris Lascarides is a registered representative with Vanguard Advisers, Inc., working out of the Malvern, PA office. Chris has been in the industry since March 2008. Chris has passed the Series 66, Series 7, and SIE exams and has licenses in Pennsylvania and Texas. Chris's prior experience includes working for LPL FINANCIAL LLC, M&T SECURITIES, INC., CETERA ADVISOR NETWORKS LLC, WALNUT STREET SECURITIES, INC., and EDWARD JONES. Chris specializes in Retirement Planning, Mutual Funds, Stocks, Bonds, and Annuities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
01/28/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
PA
06/09/2021 - 10/08/2021
LPL FINANCIAL LLC (READING PA)
PA
01/17/2020 - 06/09/2021
M&T SECURITIES, INC. (SHILLINGTON PA)
PA
09/03/2013 - 01/07/2020
CETERA ADVISOR NETWORKS LLC (DENVER PA)
PA
03/30/2012 - 09/03/2013
WALNUT STREET SECURITIES, INC. (DENVER PA)
PA
11/15/2007 - 04/02/2012
EDWARD JONES (EPHRATA PA)
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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