Unclaimed
Christian McCullough is a financial advisor with Stifel, Nicolaus & Company, Inc. Christian is a Certified Financial Planner, and has been in the industry since 1987. Christian has experience with investment companies, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities. Christian can provide services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
06/29/2009 - Present
Stifel, Nicolaus & Company, Inc. (FREDERICK MD)
VA
06/01/2009 - 07/22/2009
MORGAN STANLEY SMITH BARNEY (MCLEAN VA)
VA
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
MD
04/15/1992 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
WI
05/08/1990 - 03/11/1992
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
08/27/1986 - 02/13/1989
EQUICO SECURITIES, INC.
NA
08/27/1986 - 02/13/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BOTH
Issued 12/21/2000
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/31/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1991
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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