Unclaimed
Christopher Shaver is a financial advisor at Raymond James Financial Services Advisors, Inc. Christopher has been in the financial services industry since 2013. Christopher has a Series 6, 7 and 63 license and is also a Certified Financial Planner. Christopher has experience working with high-net-worth individuals, corporations, and other businesses. Christopher can provide a range of financial services, including financial planning, portfolio management, and retirement planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
06/23/2021 - Present
Raymond James Financial Services Advisors, Inc. (Latham NY)
NY
04/08/2016 - 09/27/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Latham NY)
NY
09/22/2014 - 03/17/2016
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
NY
12/12/2012 - 09/15/2014
KEY INVESTMENT SERVICES LLC (ALBANY NY)
BC
Issued 06/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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