Unclaimed
Christopher Michael Schuch is a financial advisor with over 10 years of experience in the financial services industry. Christopher is currently registered with Mariner Wealth as a Registered Investment Advisor. Christopher previously worked at CliftonLarsonAllen Wealth Advisors, LLC and Valmark Securities, Inc.. Christopher is also a Certified Financial Planner™ professional. Christopher is committed to providing clients with personalized financial advice and guidance.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/13/2023 - Present
Mariner Wealth (BERWYN PA)
PA
06/16/2015 - 01/22/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (PLYMOUTH MEETING PA)
PA
11/18/2013 - 06/15/2015
VALMARK SECURITIES, INC. (PLYMOUTH MEETING PA)
DE
04/28/2010 - 03/09/2012
J.P. MORGAN SECURITIES LLC (NEWARK DE)
IA
Issued 05/07/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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