Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McVay is a financial advisor in Warwick, Rhode Island. He works for Voya Financial Advisors, Inc. Christopher has been a financial advisor since 2011. Christopher is registered with both the Financial Industry Regulatory Authority (FINRA) and the state of Rhode Island. Christopher holds Series 6, Series 63, Series 65 and SIE licenses. Christopher specializes in investment and financial planning for individuals, businesses, and charitable organizations.
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.
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
RI
06/17/2024 - Present
Voya Financial Advisors, Inc. (Warwick RI)
RI
02/15/2022 - 08/01/2023
ONEAMERICA SECURITIES, INC. (Providence RI)
MA
03/25/2017 - 09/13/2021
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
10/01/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
RI
12/02/2013 - 06/30/2015
SAGEPOINT FINANCIAL, INC. (PROVIDENCE RI)
AZ
02/16/2011 - 05/30/2013
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
IA
Issued 03/20/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher McVay is the right advisor for you? Invested Better is here to help.
