Unclaimed
Christopher Corcoran is a financial advisor with Cetera Investment Advisers LLC, a firm that provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Christopher Corcoran is a Certified Financial Planner with over 15 years of experience in the financial services industry.
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.
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
02/23/2017 - Present
Cetera Investment Advisers LLC (MCCONNESLLBURG PA)
PA
11/04/2015 - 02/01/2017
BB&T INVESTMENT SERVICES, INC. (MERCERSBURG PA)
PA
03/14/2014 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (EVERETT PA)
PA
05/24/2013 - 01/22/2014
CETERA ADVISOR NETWORKS LLC (MERCERSBURG PA)
IN
09/08/1992 - 09/06/1995
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
WI
06/23/1987 - 08/03/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/23/1987 - 08/03/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 7/28/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2015
Series 7 - General Securities Representative Examination
BC
Issued 5/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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