Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Szem is an investment advisor representative with Kestra Advisory Services, LLC. Christopher has been in the financial services industry since 1985. Christopher is registered with FINRA and the state of New Jersey. Christopher's office is located in Red Bank, New Jersey. Christopher is also a financial advisor with Kestra Investment Services, LLC. Christopher offers financial planning services and portfolio management for businesses and individuals.
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
NJ
03/17/2017 - Present
Kestra Advisory Services, LLC (RED BANK NJ)
NJ
10/11/2000 - 07/15/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (RED BANK NJ)
IN
10/11/2000 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/19/1988 - 09/19/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
05/19/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
NA
09/24/1985 - 04/13/1988
FIRST ATLANTIC INVESTMENT CORP.
BOTH
Issued 03/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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