Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Roberts is a financial advisor with over 25 years of experience in the financial services industry. Christopher has held positions with UBS Financial Services Inc., Citigroup Global Markets Inc., Morgan Stanley Smith Barney and currently works with LPL Financial LLC. Christopher is licensed to provide investment advice in several states, including Pennsylvania, Texas, Connecticut, Florida, Maryland, Massachusetts, New Jersey, North Carolina, Tennessee, and Virginia. Christopher has a strong understanding of the financial markets and a commitment to providing clients with personalized financial advice. Christopher works with individuals, families, businesses, 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
11/25/2024 - Present
LPL Financial LLC (HORSHAM PA)
PA
06/01/2009 - 09/27/2012
MORGAN STANLEY SMITH BARNEY (PHILADELPHIA PA)
PA
11/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NJ
11/17/1998 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 12/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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