Unclaimed
Christopher Joseph Nagel is a financial advisor who has been in the industry since January 2014. He currently works as a registered representative and investment advisor representative with HBKS Wealth Advisors. Christopher is a Chartered Financial Analyst and specializes in areas including financial planning, retirement planning, college savings, investment management, and estate planning. Prior to joining HBKS Wealth Advisors, Christopher worked at BNY Mellon.
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.
A percentage of the total value of assets under management is charged.
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PA
04/14/2020 - Present
Hbks Wealth Advisors (Conshohocken PA)
Active
Inactive
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