Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Beach is a financial advisor with over 12 years of experience in the financial services industry. Christopher is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has worked with J.P. Morgan Securities LLC and Chase Investment Services Corp. Christopher holds the Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Christopher specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, insurance companies, and pension and profit-sharing plans. Christopher's firm manages over $1 trillion in assets for a client base of over 1.6 million.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
10/08/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FRISCO TX)
TX
10/01/2012 - 10/13/2020
J.P. MORGAN SECURITIES LLC (COPPELL TX)
TX
08/17/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (COPPELL TX)
TX
05/15/2008 - 08/27/2012
AMERITAS INVESTMENT CORP. (DALLAS TX)
IA
Issued 06/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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