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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 Glass is a financial advisor at Zacks Investment Management, Inc. based in Chicago, Illinois. He has been in the financial services industry for over 20 years, with experience at several firms including Prudential Investment Management Services LLC, Stephens Inc., and H.D. Vest Investment Securities, Inc. Christopher holds licenses for both Series 63 and 65 exams, as well as the Series 7 and Series 24 examinations. He specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
1
2
IL
04/27/2009 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
NJ
04/08/2005 - 05/07/2007
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
AR
06/10/2003 - 12/10/2004
STEPHENS INC. (LITTLE ROCK AR)
CA
01/16/2003 - 06/13/2003
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
TX
11/05/1998 - 01/03/2001
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 06/25/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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