Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brian Sloop is a financial advisor with over 28 years of experience in the industry. Christopher is currently registered with Global Retirement Partners LLC, which is an independent registered investment advisor with offices in San Rafael, California and Columbia, South Carolina. Prior to joining Global Retirement Partners, Christopher was a registered representative with OSAIC FS, INC. from January 2010 until July 2024. Christopher has also been a registered representative with State Farm VP Management Corp., Prudential Securities Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher is a Certified Financial Planner and holds Series 63, 65, 7, and SIE licenses. Christopher specializes in providing financial planning and investment advice to high-net-worth 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.
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2
SC
07/18/2024 - Present
Global Retirement Partners LLC (Columbia SC)
SC
01/05/2010 - 07/18/2024
OSAIC FS, INC. (COLUMBIA SC)
SC
10/14/2002 - 10/29/2009
STATE FARM VP MANAGEMENT CORP. (COLUMBIA SC)
NY
06/26/1998 - 09/03/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/08/1994 - 06/30/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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