Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Makosch is a financial advisor with Schuylkill Financial, LLC. Christopher is registered with the state of Pennsylvania. Christopher has been a Registered Representative since 2005. Christopher holds the Series 7 and Series 66 licenses. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional. The advisor has 91 individual clients with assets under management of $39,998,400 and 43 high-net-worth individuals with assets under management of $68,677,373. Christopher provides financial planning and portfolio management services to individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
02/21/2007 - Present
Schuylkill Financial, LLC (WYOMISSING PA)
PA
08/03/2005 - 12/07/2006
RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)
BOTH
Issued 10/20/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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