Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Burke Twomey is an active Registered Representative and Investment Advisor Representative with Oppenheimer & Co. Inc. Christopher has over 27 years of experience in the financial services industry. Christopher began their career at Tucker Anthony Incorporated and has held roles at Montgomery Securities, BANC OF AMERICA SECURITIES LLC, and Oppenheimer & Co. Inc..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
01/03/2008 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
MA
10/01/1997 - 05/15/2007
BANC OF AMERICA SECURITIES LLC (BOSTON MA)
CA
08/12/1996 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
MA
03/26/1993 - 07/12/1994
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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