Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Nelson is a financial advisor at Great Valley Advisor Group, Inc. with over 14 years of experience in the industry. Christopher is registered with the state of Pennsylvania as an Investment Advisor Representative (IAR) and is also a registered representative with LPL Financial. Christopher holds the Series 6, 7, 63 and 65 licenses. Christopher has previously been associated with MetLife Securities Inc. and Hornor, Townsend & Kent, LLC.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
PA
08/01/2024 - Present
Great Valley Advisor Group, Inc. (Allentown PA)
PA
03/01/2016 - 07/31/2024
HORNOR, TOWNSEND & KENT, LLC (ALLENTOWN PA)
PA
03/02/2010 - 03/02/2016
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
IA
Issued 01/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Nelson is the right advisor for you? Invested Better is here to help.
