Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Michael Loyer is a financial advisor with UBS Financial Services Inc. Christopher has been in the financial services industry since February 2019. Christopher has a Series 63, Series 66, Series 7TO, Series 9, Series 10, and Series 57TO license. Christopher holds a Series 66 license allowing Christopher to provide investment advice to individuals and businesses. UBS Financial Services Inc. is a registered investment advisor with more than $50 billion in assets under management. The firm provides a range of investment advisory services including financial planning, portfolio management, pension consulting, educational seminars, and publication of periodicals.
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.
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.
See schedule d - miscellaneous
1
2
NJ
01/29/2025 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
BOTH
Issued 05/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/25/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2022
Series 57TO - Securities Trader Exam
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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