Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lesser is a financial advisor at Stifel, Nicolaus & Company, Inc. Christopher has been in the financial services industry since 1999. Christopher has a Series 7 and Series 63 license and is also a Certified Financial Planner. Christopher has experience working with a wide range of clients, including individuals, families, businesses, and institutions. Christopher has been with Stifel, Nicolaus & Company, Inc. since 2012. Before that, Christopher worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC.. Christopher is registered to provide investment advice in 22 states and the District of Columbia.
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.
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
FL
01/14/2020 - Present
Stifel, Nicolaus & Company, Inc. (STUART FL)
FL
01/01/2008 - 09/13/2012
WELLS FARGO ADVISORS, LLC (STUART FL)
FL
07/15/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (STUART FL)
BC
Issued 07/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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