Unclaimed
Christopher M. Eberly is a financial advisor who has been in the industry since May 2019. Christopher is currently registered with LPL Financial LLC as a Registered Representative (Series 7 & 66). Christopher has also been previously registered with CUNA Brokerage Services, Inc. Christopher is a state-registered advisor holding licenses in Arizona, California, Florida, Idaho, Indiana, Michigan, Minnesota, Ohio, Tennessee, and Texas. Christopher M. Eberly offers investment advice to individuals, families, and businesses, focusing on financial planning, portfolio management, and retirement planning.
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
IN
05/18/2022 - Present
LPL Financial LLC (WARSAW IN)
IN
05/16/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WARSAW IN)
BOTH
Issued 11/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/18/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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