Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Grosvenor is a financial advisor with Apex Financial Advisors, Inc. located in Yardley, PA. Christopher is a registered investment advisor in Pennsylvania, New Jersey and Texas. They have previously been associated with NYLIFE SECURITIES LLC, PRUCO SECURITIES, LLC., MORGAN STANLEY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher is also a licensed insurance broker. Christopher is a Series 66, Series 7 and SIE license holder. Christopher's area of expertise includes investment management for individuals, financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Real estate investment and management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
06/06/2023 - Present
Apex Financial Advisors, Inc. (YARDLEY PA)
NY
07/20/2021 - 06/07/2023
NYLIFE SECURITIES LLC (NEW YORK NY)
NJ
05/24/2021 - 06/16/2021
PRUCO SECURITIES, LLC. (PARAMUS NJ)
NJ
04/04/2017 - 05/03/2021
MORGAN STANLEY (Paramus NJ)
NY
01/11/2017 - 03/09/2017
PRUCO SECURITIES, LLC. (WHITE PLAINS NY)
NJ
12/07/2016 - 12/09/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Livingston NJ)
NJ
04/13/2015 - 05/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
BOTH
Issued 05/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Grosvenor is the right advisor for you? Invested Better is here to help.
