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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Doran is a financial advisor with Westwood Management Corp. Christopher is a registered Investment Advisor Representative in the state of Pennsylvania. Christopher has a long history in the industry beginning in 1993. Christopher has been associated with multiple other firms prior to joining Westwood Management Corp., including SEI INVESTMENTS DISTRIBUTION CO., INVESCO DISTRIBUTORS, INC., ALPS DISTRIBUTORS, INC., JANNEY MONTGOMERY SCOTT LLC, SMITH BARNEY INC., BARINGTON CAPITAL GROUP, L.P., A.S. GOLDMEN & CO., INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Christopher has completed multiple examinations including the Series 7, Series 3, Series 63, Series 24, Series 51, Series 65, and Series 79TO.
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.
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.
Model portfolio advice and licensing
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
PA
08/05/2024 - Present
Westwood Management Corp. (Newtown PA)
PA
11/21/2023 - 07/16/2024
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
09/18/2006 - 10/11/2023
INVESCO DISTRIBUTORS, INC. (NEWTOWN PA)
IL
10/13/2005 - 09/18/2006
ALPS DISTRIBUTORS, INC. (WHEATON IL)
PA
06/22/1998 - 09/06/2005
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
10/03/1995 - 06/16/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
10/14/1994 - 02/28/1995
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NJ
10/05/1994 - 10/20/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
11/02/1993 - 09/23/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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