Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Brian is a financial advisor with New Edge Wealth. Christopher has been in the financial services industry since 2011. Christopher has a Series 66, Series 63, Series 7TO, SIE, and Series 82 license. Christopher specializes in working with high-net-worth individuals, corporations, and charitable organizations. Christopher has experience providing portfolio management, financial planning, and pension consulting services.
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.
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2
CT
08/08/2024 - Present
NEW Edge Wealth (STAMFORD CT)
NY
07/01/2021 - 08/30/2022
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
10/22/2015 - 01/31/2019
TCG SECURITIES, L.L.C. (NEW YORK NY)
NY
04/13/2011 - 05/14/2012
T3 TRADING GROUP, LLC (NEW YORK NY)
BOTH
Issued 06/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2015
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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