Unclaimed
Christopher Casner is a financial advisor at T. Rowe Price Associates, Inc. Christopher has been in the industry since 2006, and has a strong understanding of investment strategies. Christopher holds a Series 7, Series 66 and SIE licenses, and has experience working with a variety of clients, including individuals, high-net-worth individuals, families, corporations, pension and profit sharing plans, investment companies, charitable organizations, and state or municipal government entities. Christopher is dedicated to helping 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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CO
12/14/2023 - Present
T. Rowe Price Associates, Inc. (Colorado Springs CO)
MD
12/04/2017 - 12/31/2020
LPL FINANCIAL LLC (TOWSON MD)
MD
09/28/2016 - 12/01/2017
M. S. HOWELLS & CO. (Baltimore MD)
MD
04/25/2016 - 09/29/2016
COASTAL EQUITIES, INC. (BALTIMORE, MD)
MD
02/04/2015 - 01/14/2016
SAGEPOINT FINANCIAL, INC. (BALTIMORE MD)
MD
01/13/2010 - 01/20/2015
METLIFE SECURITIES INC. (ELKRIDGE MD)
MD
07/26/2006 - 01/06/2010
AMERIPRISE FINANCIAL SERVICES, INC. (GAITHERSBURG MD)
BOTH
Issued 12/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Casner is the right advisor for you? Invested Better is here to help.