Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Belmont is a financial advisor with LPL Financial LLC. Christopher has been in the financial services industry since October 4, 2013. Christopher has been registered with LPL Financial LLC since July 20, 2023 and previously worked at Key Investment Services LLC and Cetera Investment Services LLC. Christopher holds a Series 7 and Series 66 license and the SIE exam. Christopher is registered in Florida, Maryland, New Mexico, New York, Virginia and Washington.
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
NY
07/20/2023 - Present
LPL Financial LLC (NEW HARTFORD NY)
NY
01/22/2021 - 07/17/2023
KEY INVESTMENT SERVICES LLC (New Hartford NY)
NY
10/12/2019 - 05/27/2020
CETERA INVESTMENT SERVICES LLC (LATHAM NY)
NY
05/11/2012 - 05/17/2018
KEY INVESTMENT SERVICES LLC (Clifton Park NY)
NY
08/03/2010 - 03/31/2011
EDWARD JONES (WHITESBORO NY)
BOTH
Issued 08/17/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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