Unclaimed
Christopher Anderson is a financial advisor who has been working in the industry since 2003. Christopher has a strong background in financial planning and portfolio management. Christopher is currently registered with First Horizon Advisors, Inc. and holds a Series 6, 7, 9, 10, 63, and 66. In the past, Christopher has worked with J.P. Morgan Securities LLC, LPL Financial LLC, Waddell & Reed, Edward Jones, and CUNA Brokerage Services, Inc.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
01/19/2024 - Present
First Horizon Advisors, Inc. (Dallas TX)
TX
06/10/2022 - 03/16/2023
J.P. MORGAN SECURITIES LLC (Plano TX)
CA
07/21/2021 - 05/31/2022
LPL FINANCIAL LLC (CAMPBELL CA)
CA
06/29/2020 - 07/21/2021
WADDELL & REED (CAMPBELL CA)
CA
05/27/2016 - 06/30/2020
EDWARD JONES (SAN JOSE CA)
CA
06/30/2003 - 05/20/2016
CUNA BROKERAGE SERVICES, INC. (SAN JOSE CA)
OH
10/08/2002 - 05/06/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
BOTH
Issued 11/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/05/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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