Unclaimed
Christopher Rupp is a financial advisor at Raymond James Financial Services Advisors, Inc., located in Glastonbury, CT. Christopher has been in the financial services industry since 1986. Christopher has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Christopher is committed to providing his clients with personalized financial advice and services that meet their individual needs. Christopher has a deep understanding of the financial markets and a proven ability to help his clients achieve their financial goals. In addition to his work at Raymond James Financial Services Advisors, Inc., Christopher is also a board member and chair of the Investment Committee for Cherish The Children Foundation. Christopher is a highly experienced and knowledgeable financial advisor, and he is committed to providing his clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CT
06/15/2018 - Present
Raymond James Financial Services Advisors, Inc. (GLASTONBURY CT)
CT
06/01/2009 - 06/18/2018
MORGAN STANLEY (HARTFORD CT)
CT
06/27/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARTFORD CT)
CT
12/26/1986 - 06/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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