Unclaimed
Christopher Dadrat is a financial advisor registered with LPL Financial LLC. Christopher has been in the industry since 2018. Christopher is also registered with the states of North Carolina and South Carolina. Christopher has a Series 66, Series 7, Series 9, Series 10, and Series 99TO licenses. Christopher is a Certified Financial Planner.
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
SC
06/06/2024 - Present
LPL Financial LLC (FORT MILL SC)
NJ
08/08/2017 - 10/13/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/10/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/07/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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