Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian Forsyth is a financial advisor at Edelman Financial Engines. Christian is a CERTIFIED FINANCIAL PLANNER™ professional who has over 20 years of experience in the financial services industry. Christian has a Series 63, Series 66, Series 7, Series 9, and Series 10 licenses. Christian helps individuals and families develop comprehensive financial plans. Christian's experience includes working with clients at Fidelity Brokerage Services, TD Ameritrade, Chase Investment Services Corp, and TD Waterhouse Investor Services, Inc. Christian's current registrations are in Connecticut and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
CT
11/01/2018 - Present
Edelman Financial Engines (FARMINGTON CT)
NY
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (WHITE PLAINS NY)
CT
05/11/2015 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FARMINGTON CT)
NY
03/08/2007 - 05/01/2015
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
11/16/2006 - 12/04/2006
TD AMERITRADE, INC. (NEW YORK NY)
IL
01/06/2004 - 12/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NE
06/26/1997 - 01/07/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 07/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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