Unclaimed
Christopher Deacy is a financial advisor at Edward Jones. Christopher has been working in the financial services industry since August 2002. Christopher has a Series 6, 7, 63, and 66 licenses, as well as the SIE exam. Christopher is also a Certified Financial Planner. Christopher is registered to provide investment advisory services in 16 states. Christopher specializes in financial planning, portfolio management for individuals and businesses, 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
10/20/2016 - Present
Edward Jones (LEMONT IL)
PA
01/18/2014 - 08/02/2016
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
ME
07/28/2010 - 12/12/2012
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
02/08/2007 - 05/18/2010
ATEL SECURITIES CORPORATION (SAN FRANCISCO CA)
IL
05/02/2002 - 02/27/2007
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 08/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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