Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Haddad is a registered Investment Advisor Representative (IAR) with Raymond James Financial Services Advisors, Inc. Christopher is based in Murrieta, California and has been working in the financial industry for over 20 years. Christopher has a diverse background in the financial services industry, having worked with a variety of firms including T. Rowe Price Investment Services, Inc., Morgan Stanley DW Inc., ING Financial Partners, Inc., and ComERICA Securities. Christopher holds multiple licenses including Series 7, 6, 31, and 63 as well as the SIE and Series 65. Christopher's experience and licensing make him well qualified to provide a wide range of financial services to individuals and businesses.
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
CA
04/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Murrieta CA)
CA
10/12/2018 - 11/29/2019
CHALICE CAPITAL PARTNERS, LLC (Costa Mesa CA)
MD
09/22/2015 - 10/11/2017
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
MA
03/20/2013 - 05/07/2015
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
CT
10/26/2012 - 01/23/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
02/15/2012 - 09/27/2012
ING FINANCIAL PARTNERS, INC. (IRVINE CA)
CA
08/13/2008 - 09/27/2012
ING FINANCIAL ADVISERS, LLC (GLENDALE CA)
CA
11/13/2006 - 07/28/2008
COMERICA SECURITIES (COSTA MESA CA)
CA
01/08/2004 - 08/01/2006
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
NY
10/15/2003 - 12/04/2003
ENABLE CAPITAL, LLC (NEW YORK NY)
NY
08/01/2003 - 09/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
07/24/2000 - 02/28/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 2/9/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 3/9/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 7/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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