Unclaimed
Christian Rathbone is a financial advisor with J.p. Morgan Securities LLC. Christian is licensed to provide investment advice in several states including California, Nevada, South Carolina, Texas, Utah and Washington. Christian has been in the financial services industry since 2017 and has a Series 6, Series 63 and Series 6TO license. Previously, Christian worked at WELLS FARGO CLEARING SERVICES, LLC. Christian specializes in providing financial advice to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
12/08/2022 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
NJ
03/28/2017 - 05/14/2019
WELLS FARGO CLEARING SERVICES, LLC (FREEHOLD NJ)
BC
Issued 01/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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