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Christopher M Goldstein

Leerink Partners LLC

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About Christopher M Goldstein

Christopher Goldstein is a financial advisor with Leerink Partners LLC. He is based in San Francisco, California. Christopher has been in the industry for 1 year and 3 months. His credentials include the Series 63, Series 79TO, and SIE exams.

Firm Information

Christopher Goldstein is currently registered with Leerink Partners LLC. Leerink Partners LLC is a Limited Liability Company formed in July 2007. It is registered in all 50 states and the District of Columbia. The firm has one SEC registration and is actively registered with state regulators.

Not reported

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Christopher Goldstein’s Registration & Firm History

CA

03/08/2024 - Present

Leerink Partners LLC (SAN FRANCISCO CA)

CA

08/14/2023 - 03/06/2024

RAYMOND JAMES & ASSOCIATES, INC. (Los Angeles CA)

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Licenses & Designations

BC

Issued 11/18/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 07/31/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher M Goldstein.
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