Unclaimed
Christopher McBay is a financial professional with over 25 years of experience in the financial services industry. Christopher is currently registered with GWN Securities Inc. and holds Series 6, 63 and 65 licenses. Christopher's professional background includes previous roles at PMG Securities Corporation and Copeland Equities, Inc. Christopher provides a range of financial services including financial planning, market timing services, selection of other advisers and portfolio management for individuals. Christopher offers his services to a wide range of clients, including individuals and corporations.
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.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
11/16/2022 - Present
GWN Securities Inc. (WEST PALM BEACH FL)
IL
02/25/1999 - 02/02/2004
PMG SECURITIES CORPORATION (ELGIN IL)
NJ
12/08/1997 - 02/04/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IL
11/24/1997 - 12/24/1997
PMG SECURITIES CORPORATION (ELGIN IL)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher McBay is the right advisor for you? Invested Better is here to help.