Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mutascio is a financial advisor at Stifel, Nicolaus & Company, Inc. Christopher has been in the financial services industry since 1999. Christopher holds the Series 7, Series 24, Series 63, Series 86, and Series 87 licenses. Christopher specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Prior to joining Stifel, Nicolaus & Company, Inc. Christopher was with Keefe, Bruyette & Woods, Inc., Stifel, Nicolaus & Company, Incorporated, Credit Suisse Securities (USA) LLC, and Legg Mason Wood Walker, Incorporated.
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.
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
05/19/2016 - Present
Stifel, Nicolaus & Company, Inc. (BLUFFTON SC)
MD
02/15/2013 - 05/20/2016
KEEFE, BRUYETTE & WOODS, INC. (BALTIMORE MD)
MD
03/01/2007 - 03/12/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (BALTIMORE MD)
MD
08/09/2004 - 03/06/2007
CREDIT SUISSE SECURITIES (USA) LLC (BALTIMORE MD)
MD
03/30/1999 - 08/11/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/04/2005
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 03/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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