Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Matthew Young is a financial advisor with Chevy Chase Trust Co. in Bethesda, MD. Christopher is a Chartered Financial Analyst, and has been working in the financial services industry since 2008. Christopher holds Series 6, 7, and 63 licenses and the Series SIE exam. Christopher has experience with a range of investment products and services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and trust services.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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.
A percentage of the total value of assets under management is charged.
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MD
09/09/2022 - Present
Chevy Chase Trust Co. (BETHESDA MD)
DC
08/11/2015 - 06/29/2022
J.P. MORGAN SECURITIES LLC (Washington DC)
DE
09/29/2010 - 09/27/2012
J.P. MORGAN SECURITIES LLC (NEWARK DE)
LA
06/17/2008 - 09/30/2010
CHASE INVESTMENT SERVICES CORP. (MANDEVILLE LA)
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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