Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Rask is a financial advisor with over 25 years of experience in the financial services industry. Christopher has held positions at several firms, including Morgan Stanley, Merrill Lynch, and Wells Fargo Advisors. Christopher is currently registered with LPL Financial LLC and has a Series 7, Series 24, Series 31 and Series 63 license. Christopher is also a Certified Financial Planner. Christopher is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
09/28/2020 - Present
LPL Financial LLC (TIGARD OR)
OR
04/17/2015 - 09/29/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TIGARD OR)
OR
06/01/2009 - 04/27/2015
MORGAN STANLEY (LAKE OSWEGO OR)
OR
10/03/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAKE OSWEGO OR)
OR
03/12/2002 - 10/10/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
CA
03/17/2000 - 02/11/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
OR
03/18/1998 - 03/20/2000
GROVE SECURITIES, INC. (WILSONVILLE OR)
CA
11/06/1997 - 03/26/1998
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
IA
Issued 02/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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