Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Wolff is a financial advisor with over 15 years of experience in the financial services industry. Currently, Christopher is a Retirement Plan Consultant with Gallagher Fiduciary Advisors, LLC, a firm that provides retirement plan consulting services to a variety of clients, including individuals, businesses, and institutions. Christopher's professional experience includes positions at TRIAD ADVISORS LLC, KESTRA INVESTMENT SERVICES, LLC, HARTFORD FUNDS DISTRIBUTORS, LLC, PNC INVESTMENTS, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher is registered to provide investment advice in numerous states including New Jersey, Pennsylvania, and Texas. He also holds the Series 7 and Series 66 securities licenses.
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.
See schedule d misc. for explanation
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.
1
2
PA
04/18/2022 - Present
Gallagher Fiduciary Advisors, LLC (Berwyn PA)
PA
03/30/2022 - 08/23/2024
TRIAD ADVISORS LLC (Berwyn PA)
NJ
01/12/2016 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (Mount Laurel NJ)
PA
09/16/2013 - 01/07/2016
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
PA
04/24/2013 - 09/05/2013
PNC INVESTMENTS (WILLOW GROVE PA)
NJ
09/06/2007 - 04/05/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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