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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ayer is a financial advisor with New Edge Wealth, a firm that specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions. Christopher has been in the financial industry since 1999, and has experience working with clients of all levels of wealth and financial sophistication. Christopher is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
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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NH
11/26/2024 - Present
NEW Edge Wealth (Portsmouth NH)
NH
01/24/2020 - 05/23/2023
TRIAD ADVISORS LLC (Portsmouth NH)
NH
01/08/2016 - 01/29/2020
AMERIPRISE FINANCIAL SERVICES, INC. (PORTSMOUTH NH)
NH
08/29/2008 - 01/19/2016
UBS FINANCIAL SERVICES INC. (PORTSMOUTH NH)
NH
04/30/2004 - 09/09/2008
CITIGROUP GLOBAL MARKETS INC. (PORTSMOUTH NH)
NY
04/12/1999 - 05/04/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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