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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 Blakely is a financial advisor with Mercer Global Advisors Inc. Christopher has been in the financial services industry for over 20 years. Christopher has experience working with individuals, corporations, and institutions. Christopher is a Certified Financial Planner.
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.
Trust services, estate planning, tax return preparation, consultation
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
PA
08/23/2023 - Present
Mercer Global Advisors Inc. (Radnor PA)
DE
12/24/2014 - 11/21/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
PA
09/14/2010 - 10/15/2012
UNIVEST INVESTMENTS, INC. (SOUDERTON PA)
MO
08/19/1996 - 11/06/1996
FIRST CLEARING CORPORATION (ST. LOUIS MO)
NA
08/18/1994 - 08/20/1996
MERIDIAN SECURITIES, INC.
FL
05/02/1991 - 08/20/1994
MARCUS, STOWELL & BEYE GOVERNMENT SECURITIES, INC. (FORT LAUDERDALE FL)
FL
05/02/1991 - 08/18/1994
MARCUS, STOWELL & BEYE, INC. (FORT LAUDERDALE FL)
NA
02/21/1991 - 04/12/1991
REICH & CO., INC.
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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