Unclaimed
Christopher Whittle is a financial advisor with over 18 years of experience in the industry. Christopher is currently registered with PNC Investments, a firm with over 1000 investment advisors and over 1000 registered representatives. Christopher is also registered in 52 states with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Christopher has passed several licensing exams including the Series 6, 7, 26, and 65 exams. Previously, Christopher worked with TIAA-CREF Individual & Institutional Services, LLC, HORNOR, TOWNSEND & KENT, INC., MML INVESTORS SERVICES, LLC, and MUTUAL OF OMAHA INVESTOR SERVICES, INC.. Christopher specializes in providing investment advice to high net worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/07/2021 - Present
PNC Investments (PHILADELPHIA PA)
PA
06/25/2014 - 07/21/2016
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
11/23/2011 - 05/29/2014
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
PA
08/20/2010 - 11/17/2011
MML INVESTORS SERVICES, LLC (BALA CYNWYD PA)
PA
07/14/2000 - 08/11/2010
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (PLYMOUTH MEETING PA)
BC
Issued 11/10/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Whittle is the right advisor for you? Invested Better is here to help.