Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Haring is a financial advisor with LPL Financial LLC. Christopher has been in the financial industry since April 15, 2005. Christopher holds Series 6, 7, 63, and 66 licenses. Christopher is registered with the state of Pennsylvania and has branch offices in Limerick. Previously, Christopher was employed with Wells Fargo Clearing Services, LLC and Edward Jones. Christopher works with individual, high-net-worth individuals, corporations, charitable organizations, investment clubs, pension plans, and state and municipal governments.
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
PA
12/02/2019 - Present
LPL Financial LLC (LIMERICK PA)
PA
04/15/2011 - 12/06/2019
WELLS FARGO CLEARING SERVICES, LLC (PHOENIXVILLE PA)
PA
02/06/2009 - 04/19/2011
EDWARD JONES (LIMERICK PA)
PA
02/23/2005 - 12/15/2008
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BOTH
Issued 04/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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