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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Regeis is a financial professional with over 30 years of experience in the financial services industry. Christopher has been with LPL Financial LLC since 2004. Christopher has a strong background in providing financial advice and investment management services to individual investors, families, and businesses. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Christopher has experience in providing services to high-net-worth individuals, families, and businesses, and has a deep understanding of the financial needs of these clients. Christopher is registered to offer securities in 29 states. Christopher provides financial planning, portfolio management, and investment advisory services to clients.
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
NC
07/02/2012 - Present
LPL Financial LLC (GREENSBORO NC)
CT
09/20/1994 - 06/10/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
DE
09/16/1992 - 09/23/1994
PML SECURITIES COMPANY (NEWARK DE)
NA
04/18/1989 - 09/11/1992
HOME LIFE INSURANCE COMPANY
CT
04/18/1989 - 09/11/1992
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
BC
Issued 04/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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