Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Walkley is a financial advisor with over 27 years of experience in the industry. Christopher is currently registered with Janney Montgomery Scott LLC, and is licensed to provide investment advice in New Jersey, New York, and Texas. Christopher has previously worked with Morgan Stanley and Merrill Lynch. Christopher's expertise includes providing financial planning and investment management services for individuals, corporations, and other institutions. Christopher holds the Series 7, 63, 31, and SIE licenses, and has passed the Uniform Investment Adviser Law Examination.
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.
Fee plus commission
1
2
NY
09/10/2021 - Present
Janney Montgomery Scott LLC (MELVILLE NY)
NY
06/01/2009 - 08/23/2017
MORGAN STANLEY (MELVILLE NY)
NY
07/18/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MELVILLE NY)
NY
12/14/1995 - 07/25/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MELVILLE NY)
IA
Issued 06/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Walkley is the right advisor for you? Invested Better is here to help.
