Unclaimed
Christopher Tully is a financial advisor with over 40 years of experience in the financial services industry. Christopher is registered with Oppenheimer & Co. Inc. and has previously been employed by Citigroup Global Markets Inc., Lehman Brothers Inc., E. F. Hutton & Company Inc, and Paine Webber Incorporated. Christopher is licensed in several states, including New York, Connecticut, California, Florida, Maryland, Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, and Washington. Christopher specializes in providing financial planning, portfolio management, and pension consulting services.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (WHITE PLAINS NY)
NY
07/31/1993 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (PURCHASE NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
01/04/1988 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
02/26/1980 - 01/04/1988
PAINEWEBBER INCORPORATED
NA
09/05/1979 - 03/29/1980
E. F. HUTTON & COMPANY INC
IA
Issued 11/17/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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