Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Eckert is a financial advisor with over 40 years of experience in the industry. Christopher is currently registered with Wells Fargo Clearing Services, LLC. Christopher has a diverse background, having previously worked with UBS Financial Services Inc., Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Lehman Brothers Inc., and First Jersey Securities, Inc. Christopher has held various roles and licenses throughout his career, including Series 3, 7, 63, and 65. Christopher works with individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, investment companies, and government entities.
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.
Investment consulting services to institutional clients
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
CT
03/20/2023 - Present
Wells Fargo Clearing Services, LLC (WESTPORT CT)
CT
10/17/2014 - 03/27/2023
UBS FINANCIAL SERVICES INC. (WESTPORT CT)
CT
06/01/2009 - 11/14/2014
MORGAN STANLEY (WESTPORT CT)
CT
10/12/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WESTPORT CT)
CT
07/31/1993 - 10/22/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
NY
10/10/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/23/1981 - 05/06/1983
FIRST JERSEY SECURITIES, INC.
IA
Issued 06/24/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1984
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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