Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher David Frey is a financial advisor with LPL Financial LLC in Langhorne, Pennsylvania. Christopher has been in the financial services industry since December 24, 2006. Christopher has Series 6, 7, 63, and 65 licenses. Christopher has held previous positions with Waddell & Reed and MML Investors Services, 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.
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
PA
07/21/2021 - Present
LPL Financial LLC (LANGHORNE PA)
PA
08/28/2007 - 07/21/2021
WADDELL & REED (LANGHORNE PA)
PA
12/20/2006 - 08/22/2007
MML INVESTORS SERVICES, INC. (HORSHAM PA)
IA
Issued 04/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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