Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Duerr is a financial advisor registered with the state of Pennsylvania and affiliated with Interchange Capital Partners. Christopher has been in the financial services industry since 2011 and has a Series 7, Series 66 and SIE licenses. Christopher holds a Certified Financial Planner designation and is a Chartered Financial Analyst. Christopher has experience working at UBS Financial Services Inc. and MML Investors Services, LLC. Christopher specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Christopher is dedicated to providing personalized financial advice and guidance to help clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Business consulting 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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Referral fees
1
2
PA
01/19/2022 - Present
Interchange Capital Partners (PITTSBURGH PA)
PA
04/23/2013 - 07/06/2020
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
PA
10/19/2011 - 12/31/2012
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
BOTH
Issued 02/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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