Unclaimed
Christopher Graner is an investment advisor with Money Concepts Capital Corp. Christopher is a Series 6, 7, 63 and 65 licensed representative with experience in the financial services industry since 1998. Christopher is also a Chartered Financial Analyst. Money Concepts Capital Corp. is a registered investment advisor (RIA) with a focus on portfolio management for individuals and businesses, financial planning, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
OH
08/04/2011 - Present
Money Concepts Capital Corp. (CINCINNATI OH)
PA
07/29/2003 - 10/13/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
RI
07/08/1998 - 10/18/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
04/01/1996 - 07/08/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
PA
10/13/1993 - 02/15/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MA
12/03/1990 - 01/01/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/03/1990 - 01/01/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 08/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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