Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jameson is a financial advisor with over 14 years of experience in the financial services industry. Christopher currently works at Cerity Partners LLC. Christopher holds a Series 6, Series 7, Series 63, Series 65 and Series 7TO licenses and has passed the SIE exam. Christopher's prior roles include positions at MSEC, LLC, Hennion & Walsh, Inc., Ivy Distributors, Inc. and Waddell & Reed.
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.
Tax services; bill pay
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.
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.
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2
NY
01/24/2023 - Present
Cerity Partners LLC (NEW YORK NY)
KS
07/11/2019 - 03/19/2021
MSEC, LLC (OVERLAND PARK KS)
NJ
08/04/2016 - 03/17/2017
HENNION & WALSH, INC. (PARSIPPANY NJ)
KS
12/15/2009 - 06/01/2016
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
KS
08/20/2007 - 06/01/2016
WADDELL & REED (OVERLAND PARK KS)
IA
Issued 10/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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