Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hagar is a financial advisor with over 23 years of experience in the financial services industry. Christopher currently works at Stifel, Nicolaus & Company, Inc. Christopher has held previous roles at Wedbush Securities Inc., Merriman Curhan Ford & Co., Oppenheimer & Co. Inc., and Bear, Stearns & Co. Inc. Christopher holds the Series 7, Series 63, Series 24, and Series 79TO licenses. Christopher is also a Chartered Financial Analyst (CFA). Christopher specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and 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
NY
05/26/2021 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
06/12/2009 - 10/23/2018
WEDBUSH SECURITIES INC. (New York NY)
NY
01/29/2008 - 04/29/2009
MERRIMAN CURHAN FORD & CO. (NEW YORK NY)
NY
10/05/2001 - 01/18/2008
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
12/14/2000 - 06/04/2001
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
07/02/1998 - 11/29/2000
FIRST SOUTHWEST COMPANY (DALLAS TX)
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Christopher Hagar is the right advisor for you? Invested Better is here to help.
