Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lorenz Steer is a financial advisor with LPL Financial LLC. Christopher has been in the financial industry since 1993 and has experience working with individuals, businesses, and retirement plans. Christopher is registered in 16 states to offer securities and investment advisory services, including California, Arizona, Colorado, Idaho, Massachusetts, Mississippi, Nevada, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Alabama, and Oregon. Christopher also holds the Series 31, Series 7, and SIE licenses. Christopher has been with LPL Financial LLC since 2010. Before that, Christopher was employed by NRP FINANCIAL, INC. and H&R BLOCK FINANCIAL ADVISORS, 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.
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.
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2
CA
11/30/2010 - Present
LPL Financial LLC (GLENDALE CA)
CA
03/16/2007 - 11/30/2010
NRP FINANCIAL, INC. (LONG BEACH CA)
CA
05/27/2005 - 03/20/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (IRVINE CA)
NY
05/02/2003 - 06/02/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MO
06/11/2001 - 05/21/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NJ
01/29/1999 - 06/18/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/08/1996 - 02/04/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/26/1993 - 08/01/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 12/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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