Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lazos is a registered investment advisor representative with Oppenheimer & Co. Inc. in New York, New York. Christopher Lazos has been in the industry since July 30, 2002. Christopher Lazos has passed the Series 63, Series 7, Series 9, and SIE exams. Christopher Lazos has experience with Maxim Group LLC and Ehrenkranz King Nussbaum, Inc.. Christopher Lazos specializes in portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, pension consulting, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
05/17/2017 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
04/12/2005 - 05/22/2008
MAXIM GROUP LLC (NEW YORK NY)
NY
07/31/2002 - 05/05/2005
EHRENKRANTZ KING NUSSBAUM, INC. (MELVILLE NY)
IA
Issued 04/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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