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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bak is a financial advisor with Thrive Capital Management, LLC. Christopher has over 5 years of experience in the financial services industry. Christopher holds a Series 7 and Series 63 license. Christopher is registered as an Investment Advisor Representative in Pennsylvania.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/06/2020 - Present
Thrive Capital Management, LLC (Fort Washington PA)
NC
06/14/2019 - 09/21/2020
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
PA
09/18/2017 - 10/20/2017
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
BC
Issued 07/08/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/04/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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