Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Dorsey is a financial advisor with over 10 years of experience in the industry. Christopher has worked for several firms including Wells Fargo Clearing Services, LLC, Raymond James Financial Services, Inc., Charles Schwab & Co., Inc., and Edward Jones. Christopher is currently registered with Private Advisor Group, LLC and is licensed in Virginia. Christopher specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
11/04/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
VA
11/26/2018 - 09/24/2020
WELLS FARGO CLEARING SERVICES, LLC (VIRGINIA BEACH VA)
VA
11/10/2017 - 11/28/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
VA
06/06/2011 - 12/01/2015
CHARLES SCHWAB & CO., INC. (Virginia Beach VA)
VA
10/13/2008 - 05/06/2011
EDWARD JONES (MIDLOTHIAN VA)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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