Unclaimed
Christopher Murrle-philippsen is a financial advisor with over 20 years of experience. Christopher has worked with both Wells Fargo Advisors and Raymond James & Associates, Inc., in their Miami, Florida offices. Christopher currently holds Series 66 and Series 7 licenses and is registered to provide advisory services in California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Massachusetts, Nevada, New York, North Carolina, Ohio, South Carolina, South Dakota, Texas and Virginia. Christopher is a Registered Representative with Raymond James & Associates, Inc., in both Florida and Texas.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/05/2021 - Present
Raymond James & Associates, Inc. (Miami FL)
FL
09/30/2016 - 03/17/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
05/29/2007 - 10/06/2016
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
FL
12/17/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
NY
08/03/2001 - 11/06/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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