Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dane Mahoney is a financial advisor with over 40 years of experience in the industry. Currently, Christopher is a registered representative with Janney Montgomery Scott LLC, a firm with over 2,200 clients. Christopher is licensed in several states across the United States and is known for his expertise in financial planning, pension consulting, and portfolio management for individuals and businesses. Christopher has worked with several firms throughout his career, including Stephens and Legg Mason Wood Walker.
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.
Fee plus commission
1
2
NC
10/13/2010 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NC
01/18/2006 - 09/28/2010
STEPHENS (CHARLOTTE NC)
MD
09/15/1988 - 01/31/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
11/10/1986 - 08/29/1988
THE PINNACLE GROUP, INC.
NA
01/31/1980 - 12/23/1986
PAINEWEBBER INCORPORATED
NA
09/26/1978 - 11/19/1985
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/08/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
10/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 06/07/1985
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 03/19/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 10/15/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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