Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Joniak is a financial advisor with UMB Financial Services, Inc. Christopher has been in the industry since 2021 and holds the Series 63, 7TO, 52TO and SIE licenses. Christopher is registered with FINRA and is licensed in New York. Christopher specializes in portfolio management for individuals and businesses. Christopher works with individuals other than high-net-worth clients and has a total of 1 client with $730,778 in assets under management.
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.
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.
1
2
NY
08/25/2021 - Present
UMB Financial Services, Inc. (New York NY)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 07/27/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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