Unclaimed
Christopher Bahr has over 30 years of experience in the financial industry. Christopher currently works at Cambridge Investment Research Advisors, Inc., where Christopher is a Registered Representative. Christopher has a total of 5 approved state registrations, including California, Delaware, New Jersey, Pennsylvania, and South Carolina. Prior to Cambridge Investment Research Advisors, Inc., Christopher worked at Multi-Financial Securities Corporation, Vestax Securities Corporation, and Lincoln Investment Planning, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
PA
08/11/2008 - Present
Cambridge Investment Research Advisors, Inc. (State College PA)
PA
01/01/2004 - 08/11/2008
MULTI-FINANCIAL SECURITIES CORPORATION (BOALSBURG PA)
OH
05/05/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
03/04/1992 - 05/06/1998
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BOTH
Issued 03/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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