Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Needs is a financial professional with over 7 years of experience in the financial services industry. Christopher is currently registered with LPL Financial LLC in Reading, Pennsylvania. Christopher has previously worked with CUNA Brokerage Services, Inc. and Park Avenue Securities LLC. Christopher holds the Series 7, Series 66, and Series 7TO licenses. Christopher's specialties include investment consulting, financial planning, pension consulting, educational seminars, and selection of other advisors. Christopher is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/16/2022 - Present
LPL Financial LLC (READING PA)
PA
11/09/2018 - 05/25/2021
PARK AVENUE SECURITIES LLC (BETHLEHEM PA)
PA
01/01/2016 - 10/23/2018
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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