Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Reilly is a financial advisor with over 25 years of experience in the financial services industry. Reilly has held positions with several prominent firms, including Morgan Stanley, Fidelity Brokerage Services LLC, and American Express Financial Advisors Inc. He currently holds a Series 63, 65, 66, and 7 license and is also registered as an investment advisor in Georgia, New York, Texas and Washington. Reilly offers financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, 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.
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
NY
01/27/2021 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
10/24/2011 - 01/08/2021
MORGAN STANLEY (JERICHO NY)
NY
04/21/2003 - 01/18/2008
FIDELITY BROKERAGE SERVICES LLC (HUNTINGTON STATION NY)
MN
01/21/2002 - 08/12/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/21/2002 - 08/12/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
TN
02/07/1997 - 10/23/1998
VINING-SPARKS IBG, LIMITED PARTNERSHIP (MEMPHIS TN)
OH
05/24/1994 - 08/30/1996
MCDONALD & COMPANY SECURITIES, INC. (CLEVELAND OH)
NY
09/23/1992 - 07/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/04/1989 - 01/02/1992
RMJ EUROPE, LTD. (NEW YORK NY)
NY
07/25/1987 - 01/02/1992
RMJ SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 02/14/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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