Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McFarland is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has previously worked with U.S. Bancorp Investments, Inc., Fidelity Brokerage Services LLC, John Hancock Funds, LLC, NYLife Securities Inc. and Putnam Mutual Funds Corp. Christopher specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
OH
01/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CINCINNATI OH)
OH
06/11/2020 - 06/01/2021
U.S. BANCORP INVESTMENTS, INC. (BATAVIA OH)
KY
02/15/2012 - 11/12/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
MA
12/13/2006 - 11/21/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
04/07/2005 - 09/28/2006
NYLIFE SECURITIES INC. (WALTHAM MA)
RI
05/24/1999 - 10/26/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
02/19/1998 - 05/19/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 02/13/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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