Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Owens is a financial advisor with Oppenheimer & Co. Inc., a firm with a strong track record in the industry, providing financial advice and investment management services. Christopher Owens has a breadth of experience, having previously worked at firms such as Brean Capital, LLC, Gleacher & Company Securities, Inc., and Cabrera Capital Markets, LLC, among others. Christopher Owens holds the Series 7, Series 55, Series 63, and Series 57TO licenses. Christopher Owens is registered to conduct business in 16 states, including California, Connecticut, Delaware, Florida, Georgia, Massachusetts, Michigan, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Puerto Rico, Texas, and Virginia. Christopher Owens specializes in a variety of areas, including retirement planning, mutual funds, variable annuities, fixed annuities, and life insurance.
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.
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.
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.
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2
NJ
12/19/2018 - Present
Oppenheimer & Co. Inc. (PRINCETON NJ)
PA
07/10/2012 - 12/26/2018
BREAN CAPITAL, LLC (NEWTOWN PA)
NY
07/11/2011 - 07/31/2012
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
03/15/2010 - 05/03/2011
CABRERA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
11/14/2007 - 03/16/2010
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
11/15/2005 - 11/09/2007
KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)
NY
03/10/2005 - 11/17/2005
REFCO SECURITIES, LLC (NEW YORK NY)
TX
01/12/2004 - 03/16/2005
AMHERST SECURITIES GROUP, L.P. (AUSTIN TX)
NJ
06/25/2003 - 03/29/2004
H. RIVKIN & CO., INC. (PRINCETON NJ)
NY
11/05/2002 - 05/15/2003
PARK CAPITAL SECURITIES, LLC (NEW YORK NY)
NY
10/25/2000 - 11/19/2002
LAIDLAW GLOBAL SECURITIES, INC. (NEW YORK NY)
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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