Unclaimed
Christopher Rodler is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and registered investment advisor. Christopher has been in the financial services industry since 2020. Christopher is registered to provide securities and investment advisory services in 34 states and is licensed to offer a wide range of investment products and services to individuals, families, and businesses. Christopher is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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
NY
02/26/2024 - Present
LPL Financial LLC (AMHERST NY)
NY
09/25/2020 - 02/27/2024
MML INVESTORS SERVICES, LLC (AMHERST NY)
BC
Issued 10/16/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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