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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McDaniel is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Christopher has been in the financial industry since 2008 and holds licenses in 24 states. He earned a Certified Financial Planner designation. Christopher specializes in individual retirement planning, college savings plans, long-term care planning, estate planning and investment management. He also has experience working with business owners. Christopher has experience with clients of all types, including individuals, businesses, high net worth individuals, and retirement plans. Christopher's office is located in Lakeside, Arizona.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
AZ
12/11/2018 - Present
Edward Jones (LAKESIDE AZ)
AZ
11/26/2008 - 11/08/2011
MFS FUND DISTRIBUTORS, INC. (PHOENIX AZ)
CT
03/20/2008 - 10/30/2008
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
BOTH
Issued 10/18/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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