Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Bergman is a financial professional with over 20 years of experience in the financial services industry. Christopher has a strong background in securities and investment advisory services. Christopher is currently registered with J.P. Morgan Securities LLC and has held previous positions at Cambridge Investment Research, Inc., PNC Investments, WM Financial Services, Inc., CitiCorp Investment Services, and Salomon Smith Barney Inc. Christopher specializes in working with individuals, families, and businesses, providing them with personalized financial advice and guidance. Christopher is committed to helping clients reach 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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/10/2025 - Present
J.p. Morgan Securities LLC (MADISON NJ)
NJ
06/01/2007 - 11/14/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PARAMUS NJ)
NJ
05/05/2005 - 04/30/2007
PNC INVESTMENTS (CLIFTON NJ)
CA
08/10/2004 - 04/21/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/09/2004 - 08/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
PA
01/01/2004 - 02/05/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
06/14/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
12/01/1998 - 06/12/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 12/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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