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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 McDermott is a financial advisor at Edelman Financial Engines, a firm that offers financial planning, portfolio management and investment advice. Christopher has been in the industry for several years, and holds Series 7, 6, 63 and 65 licenses, along with the SIE exam certification. Christopher previously worked at SEI Investments Distribution Company and Vanguard Marketing Corporation. Christopher has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Christopher is committed to providing clients with personalized financial advice that helps them achieve 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
PA
05/19/2022 - Present
Edelman Financial Engines (DOWNINGTOWN PA)
PA
05/09/2019 - 06/30/2020
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
11/19/2013 - 05/06/2019
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
12/03/2012 - 11/05/2013
HARTFORD FUNDS DISTRIBUTORS, LLC (RADNOR PA)
PA
07/17/2012 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
PA
02/14/2012 - 07/13/2012
CUSO FINANCIAL SERVICES, L.P. (WEST CHESTER PA)
NC
10/08/2004 - 12/21/2011
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
IA
Issued 05/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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