Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brent Malkin is a financial advisor who has been in the industry since 2013. Christopher is currently a registered representative with Edward Jones and is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). Christopher has Series 6, 7, 63, and 65 licenses and has passed the Securities Industry Essentials (SIE) Exam. Christopher holds registrations in a number of states. Christopher has experience with various financial products and services, including securities, mutual funds, variable contracts, and annuities. Christopher has a strong focus on financial planning and portfolio management, providing financial advice and investment guidance to individuals, families, 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
04/20/2021 - Present
Edward Jones (COOPER CITY FL)
CO
02/20/2015 - 09/07/2016
ALPS DISTRIBUTORS, INC. (DENVER CO)
PA
12/03/2012 - 05/07/2013
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WAYNE PA)
PA
02/04/2011 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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