Unclaimed
Christopher Joseph Theall is a financial advisor with over 25 years of experience in the industry. He joined T. Rowe Price Investment Services, Inc. in 2014 and currently works out of their Baltimore office. Prior to that, Christopher worked for several other firms, including Invesco Distributors, Inc., Van Kampen Funds Inc., and American Capital Marketing, Inc. Christopher is licensed to provide financial advice in all 50 states. He holds Series 3, 6, 7, and 63 licenses and 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.
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.
1
2
MD
01/31/2014 - Present
T. Rowe Price Investment Services, Inc. (BALTIMORE MD)
TX
02/01/1999 - 06/07/2013
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
01/12/1995 - 01/28/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NA
11/22/1993 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Theall is the right advisor for you? Invested Better is here to help.