Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Marvin is an investment advisor representative with Forte Capital LLC, a firm headquartered in Rochester, NY. Christopher has been in the industry since 1992, with prior experience at firms such as UBS Warburg LLC, Dean Witter Reynolds Inc., and Citicorp Financial Services, Inc. Christopher holds the Series 6, 7, 24, and 63 licenses and is registered with the state of Massachusetts. Christopher's firm, Forte Capital LLC, provides investment consulting services, financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Investment consulting 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.
A percentage of the total value of assets under management is charged.
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2
MA
04/05/2017 - Present
Forte Capital LLC (WAQUOIT MA)
NY
09/01/2004 - 04/15/2009
FINANCIAL ASSETS CORPORATION (NEW YORK, NY)
NY
05/29/2003 - 09/07/2004
SEWARD, GROVES, RICHARD & WELLS, INC. (TUXEDO PARK NY)
NY
02/22/2001 - 07/09/2001
UBS WARBURG LLC (NEW YORK NY)
NY
04/23/1997 - 02/02/2001
ARNHOLD AND S. BLEICHROEDER, INC. (NEW YORK NY)
NY
02/09/1995 - 04/17/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
PA
10/30/1992 - 06/03/1993
CIGNA SECURITIES, INC. (RADNOR PA)
NA
09/22/1987 - 04/24/1989
CITICORP FINANCIAL SERVICES,INC.
IA
Issued 04/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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