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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Werner is a financial advisor with Edelman Financial Engines. Christopher has been in the financial services industry for over 10 years. Christopher has a strong background in financial planning, portfolio management, and retirement planning. Christopher is a Certified Financial Planner and holds the Series 66 and Series 7 licenses. Christopher has experience working with individuals, families, and businesses. Christopher is committed to providing clients with personalized financial advice and guidance.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
NJ
10/12/2018 - Present
Edelman Financial Engines (CHERRY HILL NJ)
NJ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (CHERRY HILL NJ)
PA
10/27/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (CONSHOHOCKEN PA)
NJ
12/23/2013 - 10/08/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PRINCETON NJ)
NJ
03/25/2008 - 08/14/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MARLTON NJ)
BOTH
Issued 06/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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