Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Joseph Estevez is a financial advisor with over 20 years of experience in the industry. Christopher is currently registered with Oppenheimer & Co. Inc. and has previously been registered with RBC Capital Markets, LLC and Morgan Stanley DW Inc. Christopher holds Series 63, Series 65, Series 7, Series 31, and SIE licenses. Christopher has extensive experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Christopher's areas of expertise include financial planning, portfolio management, and retirement planning. Christopher is also a Certified Financial Planner™.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
04/08/2020 - Present
Oppenheimer & Co. Inc. (RED BANK NJ)
NJ
01/30/2004 - 03/19/2020
RBC CAPITAL MARKETS, LLC (RED BANK NJ)
NY
02/17/2000 - 02/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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