Unclaimed
Christopher Yanson is a financial advisor with over 30 years of experience in the industry. Christopher has been registered with Raymond James Financial Services Advisors, Inc. since November 2014 and has been a registered investment advisor in Maryland and Texas since that time. Christopher was previously registered with Edward Jones for over 20 years. Christopher is currently registered to provide investment advisory services in 21 states as well as the District of Columbia. Christopher holds Series 63, 65, 7, and SIE securities licenses. Christopher has provided services to a wide range of clients including individuals, high net worth individuals, corporations, and charitable organizations.
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
MD
10/16/2015 - Present
Raymond James Financial Services Advisors, Inc. (TOWSON MD)
MD
10/14/1993 - 11/18/2014
EDWARD JONES (TOWSON MD)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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