Unclaimed
Christopher Shoemaker is an experienced financial professional with over two decades of experience in the financial services industry. Christopher has a proven track record of providing sound financial advice to individuals, families, and businesses. Christopher holds a Series 7 and Series 66 license, as well as a Securities Industry Essentials (SIE) exam, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of New Jersey. Currently, Christopher is associated with Raymond James Financial Services Advisors, Inc., a leading financial services firm, where Christopher is a Private Wealth Advisor and Program Manager for Sturdy Savings Bank's investment program. Previously, Christopher has worked with Cetera Investment Services LLC, Morgan Stanley Distribution, Inc., UBS Financial Services Inc., and Managers Distributors, Inc., gaining extensive experience in various aspects of the financial services industry. Christopher has a deep understanding of the financial markets and a commitment to providing personalized financial guidance. Christopher is dedicated to helping clients achieve their financial goals and providing them with the highest level of service.
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
NJ
05/02/2018 - Present
Raymond James Financial Services Advisors, Inc. (Cape May Court House NJ)
NJ
11/03/2008 - 04/18/2018
CETERA INVESTMENT SERVICES LLC (CAPE MAY COURT HOUSE NJ)
NY
04/14/2005 - 10/24/2008
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NJ
01/06/2003 - 01/06/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
CT
11/12/2001 - 05/29/2002
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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