Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Carey is a financial advisor with over 30 years of experience in the industry. Christopher has held positions at several firms, including UBS PaineWebber Inc., Lehman Brothers Inc., PNC Investments and International Assets Advisory, LLC. Christopher is currently a Managing Director of Investments at Oneseven and has been in that role since November 2018. Christopher specializes in providing investment portfolio management services, financial planning and educational seminars to individuals and businesses. Christopher is also an independent insurance agent and offers life, long-term care and disability insurance.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitors' fees for referrals to other money managers
1
2
OH
11/02/2018 - Present
Oneseven (BEACHWOOD OH)
OH
11/07/2018 - 12/31/2020
INTERNATIONAL ASSETS ADVISORY, LLC (BEACHWOOD OH)
OH
11/13/2009 - 11/08/2018
PNC INVESTMENTS (CLEVELAND OH)
OH
05/29/2002 - 11/13/2009
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NJ
10/27/1993 - 06/13/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 11/12/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
04/27/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/02/1986 - 04/30/1988
AT INVESTMENT SERVICES CORP.
IA
Issued 07/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Carey is the right advisor for you? Invested Better is here to help.
