Unclaimed
Christopher McCann is a financial advisor with Oppenheimer & Co. Inc., a firm with over $1 billion to $10 billion in assets under management. Christopher McCann is registered with FINRA and the states of Michigan and New York. He specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Christopher McCann has been in the financial services industry since 2014 and has a Series 66, Series 10, Series 9, SIE, and Series 7 license.
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
MI
04/07/2021 - Present
Oppenheimer & Co. Inc. (STERLING HEIGHTS MI)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
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
Not sure Christopher McCann is the right advisor for you? Invested Better is here to help.