Unclaimed
Christopher McCray is a registered representative with Stifel, Nicolaus & Company, Inc. Christopher has over 40 years of experience in the financial services industry. Christopher works with individuals, families, businesses, and institutions to provide investment advice and financial planning services. Christopher also has experience in portfolio management, retirement planning, and estate planning. Christopher is a dedicated professional who is committed to providing his clients with the highest level of service.
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.
1
2
FL
05/06/2011 - Present
Stifel, Nicolaus & Company, Inc. (PALM BEACH GARDENS FL)
GA
06/01/2009 - 04/21/2011
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
FL
09/24/1985 - 04/02/2007
MORGAN STANLEY DW INC. (W. PALM BEACH FL)
NA
08/30/1985 - 09/23/1985
DEAN WITTER REYNOLDS INC.
NA
11/05/1982 - 09/19/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/29/1982 - 10/05/1982
FIRST OF MICHIGAN CORPORATION
IA
Issued 01/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1991
Series 3 - National Commodity Futures Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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