Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McDonald is a financial advisor with over 9 years of experience in the industry. Christopher is registered with LPL Financial LLC and holds a Series 7, Series 63 and Series 65 licenses. Christopher has previously worked with AXA Advisors LLC and Waddell & Reed. Christopher's areas of expertise include portfolio management for individuals and businesses, financial planning and pension consulting. Christopher is also a registered Investment Advisor Representative in California, Delaware, Florida, Georgia, New Jersey, North Carolina and Pennsylvania.
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
02/10/2016 - 07/21/2021
WADDELL & REED (YARDLEY PA)
PA
04/05/2012 - 02/16/2016
AXA ADVISORS, LLC (BALA CYNWYD PA)
IA
Issued 01/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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