Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Aitken is a financial advisor with UBS Financial Services Inc. Christopher has been in the financial industry since 1986 and is registered with the Securities and Exchange Commission as an investment advisor representative. Christopher is also registered with the state of Florida as an investment advisor representative. Christopher specializes in providing financial planning, portfolio management, and other investment advisory services to individuals, families, and businesses. Christopher is a member of the Ferrari Club of America and serves as President of the local chapter.
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.
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.
See schedule d - miscellaneous
1
2
FL
05/17/2017 - Present
UBS Financial Services Inc. (PONTE VEDRA FL)
FL
04/09/2009 - 05/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PONTE VEDRA BEACH FL)
MD
11/14/2008 - 04/03/2009
STANFORD GROUP COMPANY (BALTIMORE MD)
MD
07/31/1993 - 12/03/2008
CITIGROUP GLOBAL MARKETS INC. (LUTHERVILLE MD)
NY
03/19/1986 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/26/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1992
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
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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