Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Koppen is a financial advisor with LPL Financial LLC. Christopher has been in the financial services industry since 2004. Christopher holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Christopher is registered to provide investment advice in 18 states. Christopher has been affiliated with LPL Financial LLC since 2021 and previously worked with Waddell & Reed. Christopher has a history of experience in tax preparation and accounting.
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
NC
07/21/2021 - Present
LPL Financial LLC (RALEIGH NC)
NC
07/26/2004 - 07/21/2021
WADDELL & REED (RALEIGH NC)
IA
Issued 12/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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