Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Glenn Newey is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Grass Valley, CA. Christopher has been in the financial services industry since 2007 and has a strong background in providing financial planning and portfolio management services to individuals, businesses, and families. Christopher is committed to helping clients achieve their financial goals through a personalized approach.
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
CA
01/17/2019 - Present
Stifel, Nicolaus & Company, Inc. (GRASS VALLEY CA)
CA
10/22/2007 - 01/20/2010
SUNAMERICA CAPITAL SERVICES, INC. (WOODLAND HILLS CA)
BOTH
Issued 02/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts 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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