Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Graff is a financial advisor with Curi RMB Capital, LLC in Chicago, IL. Christopher has been in the industry since 1999 and is registered with the state of Illinois. Christopher holds a Series 7 and Series 63 license. Christopher is a Chartered Financial Analyst and specializes in providing financial planning, portfolio management, and selection of other advisors. Christopher also has experience with pooled investment vehicles and business development companies.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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
01/07/2015 - Present
Curi RMB Capital, LLC (CHICAGO IL)
NJ
07/12/2002 - 04/15/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
08/31/1999 - 07/26/2002
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Graff is the right advisor for you? Invested Better is here to help.
