Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Happel is a financial advisor who has been in the industry for over 4 years. Christopher is currently registered with LPL Financial LLC and has offices in Delray Beach, FL. Christopher has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and iH Solutions, LLC. Christopher is a Series 66, Series 7, and SIE licensed professional. Christopher specializes in a number of investment products, including financial planning, retirement planning, and investment management.
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.
Consulting and other non-discretionary advisory services
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
FL
12/11/2023 - Present
LPL Financial LLC (DELRAY BEACH FL)
IN
05/03/2019 - 06/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
BOTH
Issued 06/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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