Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Canfield has been in the financial services industry since October 17, 1989. Christopher is currently registered with Raymond James Financial Services Advisors, Inc. Previously, Christopher was registered with Key Investment Services LLC, McDonald Investments Inc., Charter One Securities, Inc., Locust Street Securities, Inc., AM&M Investment Brokers, Inc., and A. G. Edwards & Sons, Inc. Christopher holds Series 7, Series 63, and Series 66 securities licenses and is registered with the state of California. Christopher also holds the SIE license. Christopher specializes in providing financial planning, retirement planning, and wealth planning 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
12/15/2022 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
NY
01/03/2006 - 03/17/2022
KEY INVESTMENT SERVICES LLC (ROCHESTER NY)
OH
10/11/2004 - 12/31/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/15/1999 - 10/14/2004
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
06/10/1998 - 03/15/1999
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NY
04/17/1995 - 03/25/1998
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
MO
05/26/1989 - 02/08/1995
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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