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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 Carey is a financial advisor with Stifel, Nicolaus & Company, Inc. Christopher has been in the financial industry since 1996 and has held registrations with several firms including UBS Financial Services Inc. and McDonald Investments Inc. Christopher's current registrations include series 7 and 63 licenses, as well as series 65. Christopher is located in Canfield, OH and has a branch office location at 6575 Seville Drive, Canfield, OH 44406. Christopher has a wide range of experience and specializes in various areas, including Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
06/24/2020 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
02/09/2007 - 09/25/2009
UBS FINANCIAL SERVICES INC. (CANFIELD OH)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (CANFIELD OH)
OH
04/23/1996 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 06/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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