Unclaimed
Christian Yoss is a financial advisor who has been in the industry since December 1992. He is currently registered with J.p. Morgan Securities LLC and has been with the firm since January 2022. Christian has a broad range of experience, having previously worked with Goldman Sachs & Co. LLC, Cetera Advisor Networks LLC, TIAA-CREF Individual & Institutional Services, LLC, Banc of America Investment Services, Inc., Fidelity Brokerage Services LLC, Quick & Reilly, Inc., and Norwest Investment Services, Inc. Christian holds a variety of licenses and certifications, including Series 4, 7, 8, 24, 53, 63, and 65. He has a proven track record of success in the financial services industry and is committed to providing his clients with the highest level of service.
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
TX
01/13/2022 - Present
J.p. Morgan Securities LLC (Dallas TX)
TX
07/01/2020 - 12/07/2021
GOLDMAN SACHS & CO. LLC (Irving TX)
TX
05/29/2018 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (IRVING TX)
TX
09/22/2011 - 03/09/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
08/07/2008 - 03/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
02/08/2001 - 08/12/2008
FIDELITY BROKERAGE SERVICES LLC (IRVING TX)
NY
02/08/1996 - 01/26/2001
QUICK & REILLY, INC. (NEW YORK NY)
MN
02/07/1995 - 08/08/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NY
10/25/1989 - 02/01/1995
QUICK & REILLY, INC. (NEW YORK NY)
BC
Issued 11/07/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/24/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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