Unclaimed
Christopher Jon Mukoda is a financial advisor registered with LPL Financial LLC, with a license to practice in Delaware, New Jersey, and Texas. Christopher has been in the financial industry since 1993. Christopher has a Series 63, Series 65, Series 7, Series 9, Series 10, and SIE licenses and has been registered with various firms throughout the years, including PNC Investments and Charles Schwab. Christopher provides financial advice to individuals, high-net-worth individuals, families, small and medium-sized businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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
NJ
12/07/2023 - Present
LPL Financial LLC (MOUNT LAUREL NJ)
DE
01/01/2004 - 12/11/2023
PNC INVESTMENTS (LEWES DE)
KY
11/12/2003 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NE
04/12/2001 - 06/20/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
TX
11/11/1996 - 04/12/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/24/1993 - 11/08/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/20/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/17/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Mukoda is the right advisor for you? Invested Better is here to help.