Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Alderson is a financial advisor registered with Eagle Strategies LLC. Christopher has been in the financial industry since 2003 and is licensed in 29 states. Christopher has held a Series 6, Series 7, and Series 63 securities license and also passed the SIE exam. Christopher provides financial planning, pension consulting, and educational seminars as well as portfolio management for individuals. Christopher has previously worked with NYLIFE SECURITIES LLC, MSI FINANCIAL SERVICES, INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
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NY
08/03/2023 - Present
Eagle Strategies LLC (WILLIAMSVILLE NY)
NY
04/06/2017 - 12/09/2022
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
NY
08/25/2004 - 02/23/2017
MSI FINANCIAL SERVICES, INC. (AMHERST NY)
NY
08/25/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (AMHERST NY)
CT
01/24/2003 - 06/24/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 02/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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