Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Montich is an investment advisor representative for MML Investors Services, LLC with over 23 years of experience in the financial industry. Christopher is a Certified Financial Planner and a Chartered Financial Consultant, and is also a licensed insurance broker, providing individual life, property/casualty, health, and group health insurance. Christopher also holds a position on the Board of Community Assistance for Upper Merion Township.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
09/05/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
NJ
09/05/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
NJ
06/27/2000 - 09/06/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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