Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Boyle is a financial advisor with over 30 years of experience in the industry. Christopher has held licenses in both Broker-Dealer and Investment Advisor roles. Christopher is currently registered with Morgan Stanley, and previously worked at RBC Capital Markets, LLC and Ferris, Baker Watts, LLC. Christopher is a Series 63, 65 and 7 licensed professional. He has a variety of experience in assisting clients with portfolio management, financial planning, and pension consulting. Christopher specializes in assisting a variety of clients including individuals, businesses, investment companies, and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MD
05/17/2023 - Present
Morgan Stanley (Annapolis MD)
MD
03/13/2009 - 05/24/2023
RBC CAPITAL MARKETS, LLC (ANNAPOLIS MD)
MD
10/31/2006 - 03/13/2009
FERRIS, BAKER WATTS, LLC (ANNAPOLIS MD)
MD
06/05/1990 - 11/03/2006
A. G. EDWARDS & SONS, INC. (ANNAPOLIS MD)
NY
12/21/1984 - 06/29/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 08/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1988
Series 5 - Interest Rate Options Examination
BC
Issued 12/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Boyle is the right advisor for you? Invested Better is here to help.
