Unclaimed
Christopher Condle is a financial advisor with over 20 years of experience. He is a registered representative with Invst, LLC and has previously been registered with PARK AVENUE SECURITIES LLC and MML INVESTORS SERVICES, INC.. Christopher is licensed in multiple states, including Indiana, Florida, Georgia, Massachusetts, and New Jersey. He holds the Series 6, 7, 63, and 66 securities licenses. Christopher is also a Certified Financial Planner. Christopher specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and retirement plans.
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.
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.
Retirement plan services-percentage of plan assets
1
2
IN
08/08/2016 - Present
Invst, LLC (INDIANAPOLIS IN)
IN
02/03/2003 - 08/18/2016
PARK AVENUE SECURITIES LLC (INDIANAPOLIS IN)
MA
04/16/2002 - 01/09/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 10/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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