Unclaimed
Christopher Milde is a registered representative with LPL Financial LLC, a financial services firm with a strong track record of providing comprehensive financial solutions to individuals, families, and businesses. Christopher has been in the financial services industry since May 2013. Christopher holds a Series 6, 7, and 63 license, demonstrating his expertise in the financial markets. Previously, Christopher worked with Wells Fargo Clearing Services, LLC, and Northwestern Mutual Investment Services, LLC. Christopher’s focus is on providing clients with personalized financial advice and investment strategies to help them reach their financial goals.
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
12/04/2018 - Present
LPL Financial LLC (FAIRFIELD NJ)
NJ
02/24/2016 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (BLOOMFIELD NJ)
NJ
03/11/2013 - 02/05/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)
BC
Issued 07/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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