Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Jason Mann is a financial advisor with over 29 years of experience in the financial services industry. Christopher has a Series 6, 7, 8, 9, 10, 63, and 65 licenses. Christopher currently works with Titleist Asset Management, LLC, a firm that focuses on portfolio management for individuals, businesses, and pension consulting. Christopher is a Certified Financial Planner and works with clients to develop financial plans, manage investments, and achieve their financial goals. Prior to joining Titleist Asset Management, LLC, Christopher worked at Fidelity Brokerage Services LLC.
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.
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.
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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2
TX
01/19/2024 - Present
Titleist Asset Management, LLC (SAN ANTONIO TX)
FL
04/08/2005 - 01/24/2024
FIDELITY BROKERAGE SERVICES LLC (SARASOTA FL)
NY
03/16/2004 - 03/29/2005
IFMG SECURITIES, INC. (PURCHASE NY)
RI
04/04/1995 - 01/09/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
07/27/1994 - 04/04/1995
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/01/1993 - 07/22/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/29/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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