Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kervick is a financial advisor who has been working in the industry since June 2009. Currently, Christopher is registered with Charles Schwab & CO., Inc. and holds a Series 65 and a Series 63. Christopher has also been employed at ROCKFLEET FINANCIAL SERVICES, INC, RBC CAPITAL MARKETS, LLC, H.D. VEST INVESTMENT SERVICES, FIRST CLEARING, LLC and WELLS FARGO ADVISORS, LLC. Christopher offers a variety of services to his clients including financial planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
01/21/2020 - Present
Charles Schwab & CO., Inc. (Orlando FL)
NY
06/11/2019 - 08/15/2019
ROCKFLEET FINANCIAL SERVICES, INC (NEW YORK NY)
MN
11/09/2011 - 01/15/2019
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
TX
08/12/2011 - 09/27/2011
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
MO
06/19/2009 - 09/27/2011
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
10/15/2008 - 09/27/2011
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
IA
Issued 01/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2015
Series 24 - General Securities Principal Examination
BC
Issued 11/13/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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