Unclaimed
Chris Roe is a financial advisor with Magnolia Private Wealth, LLC. Chris has been in the financial services industry since 2001. Chris is a Certified Public Accountant and has experience in a variety of financial planning areas, including investment management, tax planning, and retirement planning. Chris is committed to providing his clients with personalized financial advice and guidance.
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.
Guidance on pension options to ensure a secure financial future.
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.
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2
PA
12/05/2024 - Present
Magnolia Private Wealth, LLC (PHILADELPHIA PA)
PA
06/30/2016 - 09/17/2018
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
PA
03/01/2013 - 01/02/2015
PURSHE KAPLAN STERLING INVESTMENTS (BRIDGEVILLE PA)
PA
09/10/2001 - 03/12/2013
LPL FINANCIAL LLC (BRIDGEVILLE PA)
BOTH
Issued 10/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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