Unclaimed
Christopher Shaw is a financial advisor at Newbridge Financial Services Group, Inc. Christopher has been working in the financial services industry for over 16 years. Christopher has held positions at various firms including Kalos Capital, Inc., Clear Markets North America, and Pruco Securities, LLC. Christopher has a wide range of experience in financial planning, portfolio management, and insurance. Christopher is dedicated to providing personalized financial advice to help 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.
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.
Promoter fees
1
2
FL
01/24/2022 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
NC
09/24/2020 - 05/30/2023
NEWBRIDGE SECURITIES CORPORATION (BELMONT NC)
NC
05/15/2019 - 09/15/2020
PRUCO SECURITIES, LLC. (CHARLOTTE NC)
NC
09/14/2011 - 05/09/2019
KALOS CAPITAL, INC. (Belmont NC)
NC
12/14/2005 - 05/03/2010
BLACKBIRD NORTH AMERICA (CHARLOTTE NC)
IA
Issued 01/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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