Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Peck is a financial advisor with over 9 years of experience in the financial services industry. Christopher is currently registered with Sequoia Financial Group, LLC, and is located in Akron, Ohio. Christopher has previously been registered with Edward Jones, Sanford C. Bernstein & Co., LLC, and Triad Advisors LLC. Christopher holds the Series 7, Series 66, and SIE licenses. Christopher specializes in providing financial planning, investment management, and other related services to individuals, businesses, and institutions. Christopher is also a director of finance for the Young Catholic Professionals organization.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
06/16/2023 - Present
Sequoia Financial Group, LLC (Akron OH)
OH
03/17/2021 - 06/21/2023
TRIAD ADVISORS LLC (Cleveland OH)
OH
07/22/2019 - 12/04/2020
EDWARD JONES (ROCKY RIVER OH)
OH
02/19/2015 - 08/13/2019
SANFORD C. BERNSTEIN & CO., LLC (CLEVELAND OH)
BOTH
Issued 09/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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