Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Miller is a financial advisor with over 25 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC. Christopher has been registered as a broker-dealer and investment advisor representative with a number of firms over the course of his career, including Securities America, Inc., UVEST Financial Services Group, Inc., and Invest Financial Corporation. Christopher holds the Series 6, 7, 24, 63, and 65 licenses. Christopher is dedicated to providing personalized financial advice and guidance to individuals and families. He is committed to helping his clients achieve their financial goals through a comprehensive approach to financial planning, investment management, and wealth management.
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.
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2
NC
02/14/2018 - Present
LPL Financial LLC (COROLLA NC)
MD
10/19/2009 - 02/14/2018
INVEST FINANCIAL CORPORATION (TIMONIUM MD)
MD
09/06/2005 - 10/20/2009
SECURITIES AMERICA, INC. (POPPA MD)
NC
08/06/2001 - 09/06/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
WI
05/03/1995 - 07/30/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
09/17/1993 - 05/10/1994
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 06/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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