Unclaimed
Christopher Buckley is a financial advisor with over 10 years of experience in the industry. Christopher holds Series 7 and Series 63 securities licenses and Series 65 investment advisor registration. Christopher currently works with Cambridge Investment Research Advisors, Inc. in Duluth, GA. Previously Christopher worked with Waddell & Reed and Park Avenue Securities LLC. Christopher is licensed to provide securities and investment advisory services in Georgia, Kentucky, New Jersey, South Carolina, Tennessee, Texas and Virginia.
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.
Solicitation fees from 3rd party money managers
1
2
GA
07/25/2023 - Present
Cambridge Investment Research Advisors, Inc. (Duluth GA)
GA
04/08/2016 - 02/21/2019
WADDELL & REED (ATLANTA GA)
GA
02/26/2013 - 05/10/2016
PARK AVENUE SECURITIES LLC (ATLANTA GA)
IA
Issued 04/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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