Unclaimed
Christopher Cashell is a financial advisor who has been in the industry since 1985. Christopher is currently registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. Christopher has a wide range of experience in the financial services industry and is committed to helping clients achieve their financial goals. Christopher offers a variety of financial services, including financial planning, portfolio management, and investment advisory services.
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
PA
10/11/2011 - Present
LPL Financial LLC (FREEPORT PA)
PA
10/28/2004 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WEXFORD PA)
MA
09/09/2003 - 11/08/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
02/01/2001 - 08/28/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NJ
01/11/1985 - 01/05/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
04/01/1992 - 11/17/1998
PRUCO SECURITIES CORPORATION
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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