Unclaimed
Christopher Curran is a financial advisor with Edward Jones, a firm with over 20,000 financial advisors and over $1 trillion in assets under management. Christopher has been in the financial services industry since 1994. Christopher's practice is focused on providing financial planning, investment management, and retirement planning services to individuals, families, and small businesses. Christopher is registered to provide investment advisory services in Illinois and Texas. Christopher has a Bachelor of Science degree in Finance from the University of Illinois. Christopher is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
03/15/2023 - Present
Edward Jones (GALENA IL)
PA
07/17/2009 - 02/13/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CA
03/25/2008 - 06/12/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
PA
09/17/2004 - 03/13/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
02/07/2000 - 09/26/2003
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IL
07/09/1998 - 01/28/2000
NIKE SECURITIES L.P. (WHEATON IL)
CT
02/08/1996 - 07/08/1998
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IL
01/27/1993 - 06/27/1995
NIKE SECURITIES L.P. (WHEATON IL)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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