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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Browne is an Investment Advisor Representative associated with United Capital Financial Advisors. Christopher Browne is registered with the state of Pennsylvania. Prior to joining United Capital Financial Advisors, Christopher Browne was affiliated with Goldman Sachs & Co. LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citizens Securities, Inc. Christopher Browne has passed the Series 63, Series 65, Series 7, Series 9, and SIE exams.
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.
Sub-adviser for other investment advisers
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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PA
11/05/2021 - Present
United Capital Financial Advisors (LANGHORNE PA)
NY
11/10/2022 - 11/16/2023
MERCER ALLIED COMPANY, L.P. (COHOES NY)
PA
08/12/2022 - 11/16/2023
GOLDMAN SACHS & CO. LLC (Langhorne PA)
PA
11/23/2016 - 10/18/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)
PA
04/06/2015 - 11/29/2016
CITIZENS SECURITIES, INC. (ROXBOROUGH PA)
PA
06/26/2014 - 12/26/2014
LINCOLN INVESTMENT (WYNCOTE PA)
IA
Issued 07/14/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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