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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Davis is a financial advisor with LPL Financial LLC in Clearfield, Pennsylvania. Christopher has been in the financial services industry since 2000, working for various firms including Cetera Investment Services LLC, Invest Financial Corporation, and Pruco Securities, LLC. Christopher holds several licenses including Series 7, Series 6, Series 63, Series 66, Series 26, and Series 51. Christopher also has registrations in Florida, Georgia, Kentucky, Maryland, Pennsylvania, and Texas. Christopher is a Registered Representative and Investment Advisor Representative in Pennsylvania. He is also a registered Investment Advisor Representative in Texas. Christopher is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
PA
12/16/2020 - Present
LPL Financial LLC (CLEARFIELD PA)
PA
02/11/2014 - 07/21/2017
CETERA INVESTMENT SERVICES LLC (BEDFORD PA)
PA
03/03/2009 - 02/13/2014
LPL FINANCIAL LLC (BEDFORD PA)
PA
04/11/2005 - 03/10/2009
INVEST FINANCIAL CORPORATION (ALTOONA PA)
NJ
09/22/1999 - 01/13/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 12/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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