Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Worrall is a financial advisor with over 35 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC in Honolulu, HI, and is also licensed in Texas. Christopher has previously held positions with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Christopher holds a Series 6, 7, and 63 license and the SIE exam. Christopher's specializations include financial planning, investment management, and retirement planning. Christopher is a Chartered Financial Consultant.
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.
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.
Consulting and other non-discretionary advisory 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.
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2
HI
12/06/2023 - Present
LPL Financial LLC (HONOLULU HI)
HI
01/01/1988 - 11/07/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HONOLULU HI)
WI
03/02/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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