Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher McClowry is a financial advisor with over 15 years of experience in the industry. Christopher is currently registered with D.a. Davidson & Co. and has held previous positions at Hilltop Securities Inc., William Blair, BMO Capital Markets Corp., Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. Christopher has a strong background in investment banking and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and institutions. Christopher's specializations include financial planning, portfolio management, and pension consulting.
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.
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.
1
2
FL
07/18/2019 - Present
D.a. Davidson & Co. (Boca Raton FL)
IL
04/27/2018 - 07/25/2019
HILLTOP SECURITIES INC. (CHICAGO IL)
IL
08/10/2011 - 05/04/2018
WILLIAM BLAIR (CHICAGO IL)
IL
11/17/2010 - 07/14/2011
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
06/01/2009 - 08/13/2010
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
NY
10/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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