Unclaimed
Christopher Lamarca is a financial advisor with over 20 years of experience in the industry. Christopher has held various roles in the financial services industry, including positions at PNC Capital Markets, Inc., SEI Investments Distribution Co., and Commerce Capital Markets, Inc.. Christopher is currently registered with Pentegra Investors, Inc. Christopher specializes in providing comprehensive advice to third-party internal investment committees, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Christopher holds Series 7, Series 63, and Series 65 licenses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Comprehensive advice to third party internal investment committees
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.
1
2
NY
01/24/2017 - Present
Pentegra Investors, Inc. (WHITE PLAINS NY)
PA
07/01/2014 - 01/12/2015
PFM FUND DISTRIBUTORS, INC. (PHILADELPHIA PA)
PA
07/02/2008 - 02/29/2012
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
01/17/2006 - 08/17/2007
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
PA
12/11/2003 - 01/05/2006
PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)
MO
05/28/1999 - 08/29/2003
GEORGE K. BAUM & COMPANY (KANSAS CITY MO)
MN
08/07/1997 - 09/10/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/07/1997 - 09/10/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/29/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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