Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Graham Stewart is an investment advisor representative for LPL Financial LLC in Martinsburg, West Virginia. Christopher has been in the financial services industry since 2005. Christopher's experience includes working with Ameriprise Financial Services, Inc., BB&T Investment Services, Inc., Edward Jones, ProEquities, Inc., and SCF Securities, Inc.. Christopher holds several securities licenses including Series 7, Series 63, Series 65 and the SIE exam. Christopher's specializations include retirement planning, college savings, wealth management, income planning, estate planning, and insurance.
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
WV
08/14/2023 - Present
LPL Financial LLC (MARTINSBURG WV)
WV
12/21/2016 - 08/16/2023
SCF SECURITIES, INC. (MARTINSBURG WV)
WV
11/07/2011 - 12/21/2016
PROEQUITIES, INC. (MARTINSBURG WV)
WV
10/26/2007 - 10/27/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MARTINSBURG WV)
WV
11/14/2006 - 09/18/2007
BB&T INVESTMENT SERVICES, INC. (RANSON WV)
WV
01/04/2005 - 11/02/2006
EDWARD JONES (MARTINSBURG WV)
IA
Issued 05/02/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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