Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dent is a financial advisor with Truist Advisory Services, Inc. Christopher has been in the financial industry since August 2001. Christopher has a wide range of experience, having worked for several firms including Key Investment Services LLC and LPL Financial LLC. Christopher is registered with FINRA and the State of New Jersey and holds the Series 7, Series 66, and SIE licenses. Christopher provides financial planning and portfolio management services to individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
NJ
10/04/2024 - Present
Truist Advisory Services, Inc. (CINNAMINSON NJ)
PA
09/21/2016 - 09/28/2022
KEY INVESTMENT SERVICES LLC (MAPLE GLEN PA)
PA
05/04/2010 - 09/21/2016
LPL FINANCIAL LLC (LANSDALE PA)
PA
10/14/2005 - 05/05/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SPRING HOUSE PA)
TN
02/14/2005 - 10/14/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
MA
10/20/2004 - 02/04/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/21/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 1/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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