Unclaimed
Christopher Shufeldt is a financial professional with over 20 years of experience in the industry. Christopher is currently registered with Abraham Securities Corp. as a representative. Previously, Christopher was affiliated with Scottsdale Capital Advisors Corp in Orlando, Florida. Christopher has held previous positions at NYLIFE Securities LLC, IBN Financial Services, Inc., UnivEst Securities, LLC, Ziv Investment Company, Pickwick Capital Partners, LLC, Capital Path Securities, LLC, Hudson Valley Capital Management, LaSalle St Securities, L.L.C., Kimball & Cross Investment Management Corp., and Trautman Wasserman & Company, Inc. Christopher has a strong background in the financial services industry. Christopher holds Series 7, 99TO, 79, and 63 licenses as well as the Series 24 and Series 65.
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.
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.
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2
WA
08/28/2024 - Present
Abraham Securities Corp. (GIG HARBOR WA)
FL
08/20/2021 - 07/05/2023
SCOTTSDALE CAPITAL ADVISORS CORP (Orlando FL)
NJ
11/07/2019 - 01/24/2020
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NY
05/15/2019 - 08/21/2019
IBN FINANCIAL SERVICES, INC. (LIVERPOOL NY)
NY
12/09/2017 - 05/31/2018
UNIVEST SECURITIES, LLC (NEW YORK NY)
IL
10/17/2016 - 11/28/2016
ZIV INVESTMENT COMPANY (CHICAGO IL)
NY
02/05/2015 - 11/06/2015
PICKWICK CAPITAL PARTNERS, LLC (WHITE PLAINS NY)
PA
03/07/2011 - 06/30/2014
CAPITAL PATH SECURITIES, LLC (SCRANTON PA)
NY
01/04/2010 - 03/07/2011
HUDSON VALLEY CAPITAL MANAGEMENT (CROTON ON HUDSON NY)
NY
01/09/2009 - 12/31/2009
LASALLE ST SECURITIES, L.L.C. (CROTON-ON-HUDSON NY)
NY
10/25/2002 - 12/31/2008
KIMBALL & CROSS INVESTMENT MANAGEMENT CORP. (CROTON-ON-HUDSON NY)
NY
01/22/1999 - 11/20/2002
TRAUTMAN WASSERMAN & COMPANY, INC. (NEW YORK NY)
NY
12/24/1996 - 07/15/1998
TRAUTMAN, KRAMER & COMPANY, INC. (NEW YORK NY)
BC
Issued 05/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2013
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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