Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Claude is a financial advisor with LPL Financial LLC. Christopher is registered with the state of Florida. Christopher has a Series 66 license and a Series 7TO license, which allows them to provide investment advice and trade securities. Christopher also has a Series SIE license. Christopher has been in the financial services industry for over 3 years. Christopher is also an administrative support member of Synergy Investment Management, an independent investment advisor firm.
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
FL
08/09/2022 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 08/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Christopher Claude is the right advisor for you? Invested Better is here to help.
