Unclaimed
Christopher Boyle is an Investment Advisor Representative at Nordwand Advisors in Radnor, Pennsylvania. Christopher has been in the financial industry since 2004. He holds a Series 6, 7, 63, and 66 license as well as the SIE. Christopher’s past experience includes roles at MORGAN STANLEY, CREDIT SUISSE SECURITIES (USA) LLC, and VANGUARD MARKETING CORPORATION. He is a specialist in retirement, investments, and financial planning for individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
11/14/2022 - Present
Nordwand Advisors (RADNOR PA)
PA
04/04/2016 - 11/29/2022
MORGAN STANLEY (West Conshohocken PA)
PA
05/28/2015 - 05/02/2016
CREDIT SUISSE SECURITIES (USA) LLC (WEST CONSHOHOCKEN PA)
PA
03/10/2004 - 07/16/2007
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2015
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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