Unclaimed
Christopher Wilson is a financial advisor with over 30 years of experience in the industry. Christopher is currently registered with LPL Enterprise, LLC and has held previous positions at MML Investors Services, LLC, NYLife Securities LLC, Oppenheimer & Co. Inc., Credit Suisse Securities (USA) LLC, Donaldson, Lufkin & Jenrette Securities Corporation, SG Cowen Securities Corporation, Cowen & Co., Lehman Brothers Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher has a broad range of experience in the industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
MA
11/14/2024 - Present
LPL Enterprise, LLC (MARLBOROUGH MA)
VT
12/17/2020 - 03/03/2022
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
VT
06/13/2018 - 12/22/2020
NYLIFE SECURITIES LLC (COLCHESTER VT)
CT
08/25/2010 - 07/05/2016
OPPENHEIMER & CO. INC. (STAMFORD CT)
NY
11/03/2000 - 07/09/2010
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
08/22/2000 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
07/01/1998 - 08/30/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
08/07/1995 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
12/06/1991 - 09/07/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/18/1989 - 12/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 04/09/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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