Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Ross is a financial advisor with &partners in Clayton, Missouri. Christopher has over 30 years of experience in the financial industry. Christopher has passed the Series 6, 7, 9, 10, 24, 26, 63, and 66 exams. Christopher is registered with the state of Missouri as a broker-dealer and investment advisor representative. Christopher also holds a Securities Industry Essentials (SIE) exam certificate. Christopher provides financial planning, portfolio management, and other advisory services to individuals, corporations, trusts, estates, and charitable organizations.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
11/26/2024 - Present
&partners (Clayton MO)
OH
06/16/2010 - 12/13/2011
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
NJ
07/31/2009 - 02/18/2010
DB SECURITIES SERVICES NJ INC. (JERSEY CITY NJ)
IL
03/17/2008 - 05/08/2009
BLC FINANCIAL SERVICES, INC. (CHICAGO IL)
IN
08/14/2007 - 12/10/2007
CONSECO EQUITY SALES, INC. (CARMEL IN)
IN
08/02/2004 - 11/08/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
TX
07/10/1998 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
01/01/1996 - 08/13/1998
IL SECURITIES, INC. (WEST DES MOINES IA)
IN
08/06/1991 - 11/02/1995
GARCO EQUITY SALES, INC. (CARMEL IN)
MA
08/14/1989 - 10/31/1989
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/14/1989 - 10/31/1989
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe 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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