Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lundmark is an Investment Adviser Representative at Independence Square Holdings, LLC, a firm with over 35 Investment Adviser Representatives and more than $1 billion in assets under management. Christopher has been working in the securities industry for over 25 years, starting his career at Legg Mason Wood Walker, Incorporated and holding positions at firms such as Citigroup Global Markets Inc., Wells Fargo Clearing Services, LLC, and Ameriprise Financial Services, LLC. Christopher has a diverse background in the financial services industry, and has held licenses in the state of Pennsylvania since 1998. Christopher holds Series 7, 31, and 65 licenses, and is a member of the Financial Industry Regulatory Authority (FINRA). Christopher specializes in financial planning, pension consulting, portfolio management for individuals, and other advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
08/06/2024 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
02/01/2019 - 06/24/2024
AMERIPRISE FINANCIAL SERVICES, LLC (CONSHOHOCKEN PA)
PA
02/06/2009 - 02/05/2019
WELLS FARGO CLEARING SERVICES, LLC (CONSHOHOCKEN PA)
PA
02/21/2006 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (BERWYN PA)
MD
06/01/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/28/1998 - 06/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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