Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Scharf is a financial advisor with over 10 years of experience in the industry. Christopher is registered with Morgan Stanley and currently holds Series 66, SIE, and Series 7 licenses. Christopher works with individual investors, high-net-worth individuals, corporations, investment companies, pension and profit sharing plans, charitable organizations, insurance companies, and state and municipal governments. Christopher provides financial planning, portfolio management, and asset allocation advice. Christopher is also registered as an Investment Advisor Representative in New Jersey, New York, and Texas. Christopher previously worked at Mercer Allied Company, L.P. in Latham, NY.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
03/08/2018 - Present
Morgan Stanley (Utica NY)
NY
01/11/2016 - 02/07/2018
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 09/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Scharf is the right advisor for you? Invested Better is here to help.
