Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Roan is a financial professional with a strong background in the investment banking industry. Christopher currently holds the Series 7, 79TO, and SIE licenses and has experience working with firms such as Harris Williams and MML Investors Services, LLC. Christopher holds a Series 63 license and is registered with the state of Massachusetts and New York. Christopher is currently employed with PJT Partners LP, a financial services firm headquartered in Boston.
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.
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.
1
2
MA
08/18/2021 - Present
PJT Partners LP (BOSTON MA)
MA
04/02/2021 - 07/27/2021
HARRIS WILLIAMS (BOSTON MA)
MA
08/31/2016 - 07/20/2018
MML INVESTORS SERVICES, LLC (BOSTON MA)
BC
Issued 02/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Roan is the right advisor for you? Invested Better is here to help.
