Unclaimed
Christopher Garner is a financial advisor with Raymond James & Associates, Inc. located in San Francisco, CA. Christopher is a registered investment advisor and holds Series 7 and 66 securities licenses. Christopher has experience with clients in various industries, including individuals, high-net-worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities. Christopher has been active in the financial services industry since November 7, 2018. Prior to joining Raymond James & Associates, Inc., Christopher was affiliated with First Republic Securities Company, LLC, and Morgan Stanley.
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.
Please see note in schedule d - miscellaneous
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
IL
10/05/2022 - Present
Raymond James & Associates, Inc. (Chicago IL)
CA
11/19/2020 - 01/28/2022
FIRST REPUBLIC SECURITIES COMPANY, LLC (Palo Alto CA)
CA
09/06/2017 - 05/22/2020
MORGAN STANLEY (MENLO PARK CA)
BOTH
Issued 10/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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