Unclaimed
Christopher Pratt is a financial advisor with over 25 years of experience in the industry. Christopher is registered with LPL Financial LLC and has a strong track record of providing financial guidance to individuals, families, and businesses. Christopher holds several designations including Certified Financial Planner and Chartered Financial Consultant. Christopher has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Christopher has held past positions with M&T Securities, Inc.
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.
1
2
NY
08/16/2023 - Present
LPL Financial LLC (HAUPPAUGE NY)
NY
10/18/1996 - 06/09/2021
M&T SECURITIES, INC. (MELVILLE NY)
BC
Issued 11/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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