Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Stagg is a financial advisor at United Capital Financial Advisors, located in Holladay, UT. Christopher has been in the financial services industry since 2009 and has extensive experience in financial planning, portfolio management, and other advisory services. Christopher holds the Series 66, SIE and Series 7 licenses, and is also a Certified Financial Planner. Christopher has previously worked for Mid Atlantic Capital Corporation and Waddell & Reed, Inc. Christopher is dedicated to providing clients with personalized advice and strategies to help them achieve their financial goals.
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.
Sub-adviser for other investment advisers
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.
1
2
UT
02/19/2019 - Present
United Capital Financial Advisors (HOLLADAY UT)
UT
10/11/2010 - 02/15/2019
MID ATLANTIC CAPITAL CORPORATION (SALT LAKE CITY UT)
UT
08/10/2009 - 09/17/2010
WADDELL & REED, INC. (SALT LAKE CITY UT)
BOTH
Issued 09/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Christopher Stagg is the right advisor for you? Invested Better is here to help.
