Unclaimed
Christopher Staub is a financial advisor who has been in the industry since 2002. Christopher is currently registered with Burnham Gibson Wealth Advisors, LLC. Christopher has a strong background in investment advisory services and product suggestions, and specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Christopher is also a registered representative with The Baldwin Group Wealth Advisors, LLC, a registered investment advisor. Christopher has a long history of success in the financial industry, and is committed to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
Value of plan assets
1
2
FL
10/14/2024 - Present
Burnham Gibson Wealth Advisors, LLC (TAMPA FL)
MD
07/25/2002 - 12/11/2013
NYLIFE SECURITIES LLC (BETHESDA MD)
IA
Issued 08/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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