Unclaimed
Christopher Begbie is a financial advisor registered in Illinois and Pennsylvania. Christopher has been active in the financial industry since 2011 and currently works for Good Life Advisors, LLC. Christopher has been a Registered Representative for several different firms including Waddell & Reed, ProFunds Distributors, Inc. and Oppenheimer Funds Distributor, Inc. Christopher has also been a Registered Investment Advisor for Begbie Wealth Advisory LLC. Christopher has extensive experience in the financial industry and is committed to providing his clients with comprehensive financial planning and investment management services.
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.
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.
Planning subscription fee
1
2
PA
01/19/2023 - Present
Good Life Advisors, LLC (READING PA)
KS
04/16/2018 - 07/21/2021
WADDELL & REED (OVERLAND PARK KS)
MD
06/07/2016 - 04/16/2018
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
NY
04/17/2015 - 05/16/2016
FUNDS DISTRIBUTOR, LLC (NEW YORK NY)
NY
08/06/2013 - 03/30/2015
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NJ
08/29/2012 - 07/29/2013
PNC INVESTMENTS (BASKING RIDGE NJ)
NJ
08/31/2011 - 08/06/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 06/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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