Unclaimed
Christopher Bryan is a financial professional with over 15 years of experience in the financial services industry. Christopher is currently registered with Pine Valley Investments in Marlton, NJ, and is also licensed to provide investment advisory services in New Jersey. Before joining Pine Valley Investments, Christopher worked at Equity Services, Inc. in Media, PA, and Financial Network Investment Corporation in Conshohocken, PA. Christopher specializes in providing financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Christopher is committed to providing his clients with the highest level of service and guidance, and he believes in building long-term relationships with his clients.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
06/29/2018 - Present
Pine Valley Investments (MARLTON NJ)
PA
09/10/2010 - 05/04/2018
EQUITY SERVICES, INC. (MEDIA PA)
PA
06/11/2008 - 09/03/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (CONSHOHOCKEN PA)
PA
03/14/2006 - 06/09/2008
PRINCOR FINANCIAL SERVICES CORPORATION (CONSHOHOCKEN PA)
VT
09/13/2002 - 03/22/2006
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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