Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Davis is a financial advisor with over 23 years of experience in the industry. Christopher has been registered with LPL Financial LLC since February 2020 and has a current registration with FINRA as a Registered Representative. Christopher previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from May 1998 to April 2010. Christopher holds a Series 66, Series 7, and SIE licenses. Christopher has a proven track record of success in providing financial advice to individuals and families. Christopher specializes in helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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.
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2
CA
02/05/2020 - Present
LPL Financial LLC (FRESNO CA)
CA
05/05/1998 - 04/13/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FRESNO CA)
BOTH
Issued 05/09/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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