Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Smallwood is a registered representative and investment advisor representative with Smallwood Wealth Management. Christopher has been in the financial services industry since November 2022. Christopher is licensed in New Jersey and North Carolina. Smallwood Wealth Management is a financial advisory firm located in Red Bank, NJ. Christopher is a financial planner specializing in providing financial services to individuals and businesses. The firm offers a range of advisory services including financial planning and portfolio management for individuals. Christopher is a licensed Series 66, Series 7TO and SIE.
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.
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.
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NJ
06/06/2024 - Present
Smallwood Wealth Management (RED BANK NJ)
BOTH
Issued 03/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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