Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Gatsch is an investment advisor representative at Oneseven. Christopher has been in the industry since 2012 and has held licenses with various financial institutions. Christopher holds the Series 66, Series 10, Series 24, and Series 7 licenses. Christopher is also an Independent Licensed insurance Agent with the authority to provide life insurance, term life insurance, and annuities. Christopher's specializations include retirement planning, college savings, estate planning, and insurance. Christopher's previous employment includes roles at JP Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Resource Securities, Inc.
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.
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.
Solicitors' fees for referrals to other money managers
1
2
OH
04/18/2022 - Present
Oneseven (BEACHWOOD OH)
PA
11/04/2019 - 04/16/2022
J.P. MORGAN SECURITIES LLC (Spring House PA)
NJ
03/04/2016 - 10/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
PA
01/07/2015 - 11/02/2015
RESOURCE SECURITIES, INC. (PHILADELPHIA PA)
NY
07/08/2014 - 12/09/2014
AEGIS CAPITAL CORP. (NEW YORK NY)
NJ
06/26/2012 - 07/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 01/12/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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