Unclaimed
Christopher Alderson is a financial advisor with over 20 years of experience in the financial services industry. Christopher Alderson is currently registered with Eagle Strategies LLC and holds Series 6, 7 and 63 licenses, as well as the SIE exam. Christopher Alderson is also a Certified Financial Planner. Christopher Alderson has been a registered representative with NYLIFE Securities LLC since 2017. Christopher Alderson has also been a registered representative with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. Christopher Alderson is committed to providing clients with personalized financial planning and investment advice. Christopher Alderson specializes in retirement planning, college savings, and estate planning.
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 2/24/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 1/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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