Unclaimed
Christopher Lancia is a financial professional with experience in the securities industry. Christopher is registered with J.p. Morgan Securities LLC and holds licenses for Series 63, Series 6TO and SIE. Christopher has a broad range of experience across various investment products, including investment companies and variable contracts. Christopher is currently working out of the firm's Westport, CT office.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CT
07/14/2023 - Present
J.p. Morgan Securities LLC (WESTPORT CT)
BC
Issued 09/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christopher Lancia is the right advisor for you? Invested Better is here to help.