Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Barley is an experienced financial advisor with over 40 years in the industry. Christopher has a strong track record of success in providing financial guidance to individuals, families, and businesses. Christopher currently works at Ameriprise Financial Services, LLC and is registered to provide investment advice in Florida and Texas. Prior to joining Ameriprise, Christopher worked at Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Christopher holds the Series 3, 7, 63, and 65 licenses, as well as the SIE exam.
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.
Asset allocation services
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
FL
02/15/2013 - Present
Ameriprise Financial Services, LLC (ORLANDO FL)
FL
06/01/2009 - 03/05/2013
MORGAN STANLEY (ORLANDO FL)
FL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ORLANDO FL)
NY
10/19/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/21/1982 - 10/19/1983
E. F. HUTTON & COMPANY INC
IA
Issued 01/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1983
Series 3 - National Commodity Futures Examination
BC
Issued 12/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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