Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stoddard is an Investment Advisor Representative with Stifel, Nicolaus & Company, Inc.. Christopher has been working in the financial industry since October 1996. Christopher is also licensed to provide investment advisory services. Christopher has passed multiple securities exams, including Series 63, Series 65, Series 7, Series 9, Series 10, and SIE. Christopher is registered with the Financial Industry Regulatory Authority (FINRA). Christopher has worked for several financial institutions, including Wells Fargo Advisors, LLC, Morgan Stanley, and Citigroup Global Markets 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
04/05/2017 - Present
Stifel, Nicolaus & Company, Inc. (PLYMOUTH MA)
MA
09/09/2016 - 11/23/2016
WELLS FARGO ADVISORS, LLC (NORWELL MA)
MA
06/01/2009 - 09/16/2016
MORGAN STANLEY (NORWELL MA)
MA
09/27/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HINGHAM MA)
IA
Issued 12/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/21/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1996
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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