Unclaimed
Christian Zych is a financial advisor with LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Christian is a registered representative and investment advisor representative with over 13 years of experience in the financial services industry. Christian has a strong understanding of the financial markets and a commitment to helping clients achieve their financial goals. Christian is dedicated to providing personalized financial advice and guidance to help clients make informed decisions about their investments.
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.
Consulting and other non-discretionary advisory services
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
SC
03/30/2023 - Present
LPL Financial LLC (GREENVILLE SC)
SC
02/14/2018 - 08/10/2022
LPL FINANCIAL LLC (GREENVILLE SC)
WI
09/11/2015 - 02/14/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
06/03/2013 - 11/01/2013
DAVENPORT & COMPANY LLC (RALEIGH NC)
NC
04/01/2011 - 02/22/2013
RAYMOND JAMES & ASSOCIATES, INC. (RALEIGH NC)
NC
02/12/2008 - 06/23/2011
HOWE BARNES HOEFER & ARNETT, INC. (RALIEGH NC)
NY
04/17/1997 - 08/28/1997
NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)
BC
Issued 03/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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