Unclaimed
Christopher Coulter is a financial advisor at Benjamin F. Edwards & Company, Inc., where Christopher has been with the firm since February 2016. Christopher has over 35 years of experience in the financial industry. Christopher's previous roles have included positions at Oppenheimer & Co. Inc., Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Newhard, Cook & Co. Incorporated, and Heinold Securities, Inc. Christopher is licensed to provide financial services in 13 states. Christopher holds the Series 63, Series 7, and SIE licenses and is registered with FINRA and the state of Missouri.
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.
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.
1
2
MO
02/11/2016 - Present
Benjamin F. Edwards & Company, Inc. (CLAYTON MO)
MO
04/19/2010 - 02/12/2016
OPPENHEIMER & CO. INC. (ST. LOUIS MO)
MO
01/01/2008 - 12/22/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
06/06/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
03/01/1983 - 06/16/1986
NEWHARD, COOK & CO. INCORPORATED
NA
05/18/1981 - 02/08/1983
HEINOLD SECURITIES, INC.
BC
Issued 08/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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