Unclaimed
Christopher Fuchs is a financial advisor with over 28 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC in California and Texas. Christopher holds a Series 63 license and has also passed the Series 7, Series 24 and Series 31 exams. Christopher has previously worked with UBS PaineWebber Inc., Sutro & Co. Incorporated, and Dean Witter Reynolds Inc. Christopher specializes in providing financial planning, portfolio management, and other advisory services for a variety of clients including individuals, families, businesses, and charitable organizations. Christopher is committed to helping clients achieve their financial goals through a personalized approach that focuses on understanding their needs and objectives.
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.
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2
CA
01/25/2013 - Present
LPL Financial LLC (SANTA MONICA CA)
NJ
05/12/2000 - 01/28/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
CA
12/15/1995 - 05/17/2000
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/20/1994 - 11/16/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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