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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Mohler is a financial advisor with Edward Jones, a well-established firm with a long history in the financial services industry. Christopher has been a registered representative with the firm since 1995, specializing in financial planning, portfolio management, and pension consulting. His commitment to providing personalized financial guidance and investment strategies aligns with Edward Jones' dedication to building long-term relationships with clients. Christopher's experience and expertise allow him to provide guidance across a range of investment needs, tailoring his approach to each individual client's goals and circumstances.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
02/18/2019 - Present
Edward Jones (CELINA OH)
NY
03/13/1987 - 03/03/1988
NYLIFE SECURITIES INC. (NEW YORK NY)
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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