Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Moyer is a financial advisor with LPL Financial LLC in ROWLETT, TX. Christopher has been in the industry since August 2010. Christopher is registered as a Registered Representative and Investment Advisor Representative in Texas. Christopher has a Series 6, Series 63, Series 26, and SIE license. Christopher also holds the Uniform Investment Adviser Law Examination. Christopher has previously worked with PFS INVESTMENTS INC. in DALLAS, TX.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/02/2024 - Present
LPL Financial LLC (ROWLETT TX)
TX
09/01/2010 - 04/03/2024
PFS INVESTMENTS INC. (DALLAS TX)
IA
Issued 08/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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