Unclaimed
Christopher Williams is a financial advisor with LPL Financial LLC. Christopher is registered to provide investment advice in Missouri and Kansas and is a Registered Representative offering securities in Missouri. Christopher has been in the financial services industry since January 2023. Christopher previously worked at NYLIFE Securities LLC. Christopher's professional certifications include the Series 63, Series 65, Series 6TO, and SIE exams. Christopher's experience includes a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and consulting and other non-discretionary advisory services. Christopher is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
MO
07/19/2024 - Present
LPL Financial LLC (KANSAS CITY MO)
KS
01/11/2023 - 01/19/2024
NYLIFE SECURITIES LLC (OVERLAND PARK KS)
IA
Issued 12/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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