Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Luechtefeld is a financial advisor with over 20 years of experience in the industry. Christopher has a strong background in investment management, having worked with firms such as Citigroup Global Markets Inc. and Morgan Stanley & Co. Incorporated. Christopher is currently a registered representative with Rockefeller Financial LLC and is licensed in multiple states. Christopher holds the Series 7, Series 31, Series 66 and SIE licenses.
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.
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.
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2
GA
10/11/2024 - Present
Rockefeller Financial LLC (ATLANTA GA)
CA
11/04/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GLENDALE CA)
CA
04/02/2007 - 11/05/2008
MORGAN STANLEY & CO. INCORPORATED (VALENCIA CA)
CA
08/15/2001 - 04/02/2007
MORGAN STANLEY DW INC. (VALENCIA CA)
BOTH
Issued 09/20/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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