Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Harris Lane is a financial advisor with Stifel, Nicolaus & Company, Inc.. Christopher has been in the financial services industry since 2008 and has been registered with Stifel, Nicolaus & Company, Inc. since 2015. Christopher has a Series 7, Series 66, and SIE licenses, and is also a Certified Financial Planner. Christopher works with a wide range of clients, including individuals, families, businesses, and charitable organizations. Christopher specializes in providing financial planning, investment management, and retirement planning services.
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.
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2
GA
02/25/2020 - Present
Stifel, Nicolaus & Company, Inc. (SAVANNAH GA)
GA
01/19/2010 - 07/07/2015
STERNE, AGEE & LEACH, INC. (SAVANNAH GA)
GA
01/30/2008 - 12/21/2009
WADDELL & REED, INC. (ATLANTA GA)
BOTH
Issued 05/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2008
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
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