Unclaimed
Christian T. Lloyd is an active Registered Representative with J.p. Morgan Securities LLC. Christian holds a Series 63, Series 24, Series 79TO, and SIE licenses. Christian is registered in 53 states and the District of Columbia. Christian has been in the industry since February 13, 2020.
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
MA
02/14/2020 - Present
J.p. Morgan Securities LLC (BOSTON MA)
BC
Issued 08/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christian Lloyd is the right advisor for you? Invested Better is here to help.