Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Schoff is a financial advisor based in Rochester, NY. Christopher is registered with Lincoln Investment and Capital Analysts. Christopher has been a registered representative for over 9 years and an Investment Advisor Representative for over 2 years. Christopher has a Series 6, 63, and 65 licenses, and is also a licensed tax preparer. Christopher's experience includes working with individuals, high net worth individuals, corporations, and other businesses. Christopher's firm, Lincoln Investment, provides a variety of financial services, including financial planning, portfolio management, and selection of other advisers. Christopher is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/16/2021 - Present
Lincoln Investment (ROCHESTER NY)
NY
01/03/2017 - 08/29/2019
LINCOLN INVESTMENT (ROCHESTER NY)
NY
05/13/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (ROCHESTER NY)
IA
Issued 08/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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