Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Lakian is an investment advisor representative with Oneseven, located in Beachwood, Ohio. Christopher has been in the industry since 2003 and has experience in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Christopher also has experience in 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitors' fees for referrals to other money managers
1
2
SC
04/26/2024 - Present
Oneseven (Mt. Pleasant SC)
SC
02/19/2010 - 05/07/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (MT. PLEASANT SC)
SC
12/12/2008 - 03/12/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLESTON SC)
NY
10/13/2006 - 12/26/2008
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/09/2005 - 10/18/2006
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NA
08/23/2004 - 12/17/2004
LAIDLAW & COMPANY (UK) LTD. (LONDON )
NY
05/17/2004 - 08/23/2004
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
NJ
09/15/2003 - 11/24/2003
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 01/31/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Christopher Lakian is the right advisor for you? Invested Better is here to help.
