Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher O'Reilly is a financial advisor with Truist Advisory Services, Inc. Christopher is based in WEST CHESTER, PA. Christopher has been in the financial services industry since 2001. Christopher's previous experience includes positions with KEY INVESTMENT SERVICES LLC and LPL FINANCIAL LLC. Christopher holds Series 66, Series 7, and SIE licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
1
2
PA
01/19/2023 - Present
Truist Advisory Services, Inc. (WEST CHESTER PA)
PA
09/21/2016 - 09/28/2022
KEY INVESTMENT SERVICES LLC (NORTH WALES PA)
PA
05/04/2010 - 09/21/2016
LPL FINANCIAL LLC (KENNETT SQUARE PA)
PA
10/14/2005 - 05/05/2010
PRIMEVEST FINANCIAL SERVICES, INC. (SPRING HOUSE PA)
TN
02/14/2005 - 10/14/2005
ICBA FINANCIAL SERVICES CORPORATION (MEMPHIS TN)
MA
10/20/2004 - 02/11/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/27/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 10/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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