Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McGrath is an investment advisor representative associated with Vanguard Advisers, Inc. Christopher is registered in 53 states and the District of Columbia and has been in the industry since 2019. Christopher has passed the Series 63, 66, 7TO, and SIE exams. Christopher holds an active registration as an Investment Advisor Representative in Pennsylvania and Texas.
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.
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.
1
2
PA
06/09/2022 - Present
Vanguard Advisers, Inc. (Malvern PA)
BOTH
Issued 06/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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