Unclaimed
Christopher Howard is a financial advisor with Edward Jones in Indianapolis, IN. Christopher has been in the industry since 2017 and has experience working with clients in various industries, including individuals, businesses, and retirement plans. Christopher also has experience working with Charles Schwab & Co., Inc. Christopher holds the Series 66, Series 7 and SIE licenses. Christopher is registered with the state of Indiana and Texas as an Investment Advisor Representative (IAR) and the firm is registered with the state of Indiana as an Investment Advisor. Christopher is dedicated to providing personalized financial advice and helping clients reach 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.
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
IN
12/19/2024 - Present
Edward Jones (INDIANAPOLIS IN)
IN
03/08/2021 - 08/23/2024
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
06/26/2017 - 01/27/2021
EDWARD JONES (Pendleton IN)
BOTH
Issued 07/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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