Unclaimed
Christopher Conard is a financial advisor with over 20 years of experience in the financial services industry. Christopher is registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since January 2015. Previously, Christopher was employed with EDWARD JONES from November 2002 to December 2014. Christopher holds the Series 7, Series 24, Series 63 and Series 66 licenses. Christopher is also a registered Investment Advisor Representative in Illinois. Christopher is committed to providing his clients with personalized financial advice and guidance. Christopher specializes in financial planning, portfolio management, and retirement planning. Christopher is also a registered real estate agent and property owner in Illinois.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
01/15/2015 - Present
Raymond James Financial Services Advisors, Inc. (FAIRFIELD IL)
IL
11/26/2002 - 12/18/2014
EDWARD JONES (FAIRFIELD IL)
BOTH
Issued 09/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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