Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stevens is a financial advisor with LPL Financial LLC. Christopher Stevens is registered with the state of Connecticut and has been in the industry for over 1 year. Christopher Stevens has Series 7TO, Series 66, and Series 63 licenses. Christopher Stevens offers financial planning, portfolio management for businesses and individuals, consulting and other non-discretionary advisory services, and educational seminars to his clients.
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.
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.
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
11/11/2024 - Present
LPL Financial LLC (HAMDEN CT)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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