Unclaimed
Christopher Cahill has been a registered advisor since June 2004. Christopher has experience with Lincoln Financial Advisors Corporation, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Christopher has a Series 63 license, a Series 66 license, and a Series 7 license. Christopher has been an advisor for 14 years. Christopher specializes in providing financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals.
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.
See schedule d - miscellaneous
1
2
FL
11/22/2022 - Present
Edward Jones (WILLISTON FL)
FL
04/05/2013 - 04/16/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (JACKSONVILLE FL)
MD
03/25/2008 - 04/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
IN
02/08/2007 - 02/27/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
FL
06/03/2004 - 01/26/2007
EDWARD JONES (OCALA FL)
BOTH
Issued 11/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2004
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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