Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Hart has been a registered investment advisor since 1997. Christopher is associated with Orion Portfolio Solutions, LLC. Christopher has a total of 8 years of experience in the securities industry. Currently, Christopher has one active branch office location in Berwyn, PA.
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.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
01/17/2023 - Present
Orion Portfolio Solutions, LLC (Berwyn PA)
NY
04/23/2013 - 11/25/2013
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
NY
06/01/2009 - 04/19/2013
MORGAN STANLEY (PURCHASE NY)
DE
01/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
PA
01/10/2006 - 02/07/2006
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
PA
07/16/2004 - 12/31/2005
HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)
NJ
05/22/2000 - 12/17/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
09/29/1997 - 06/03/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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