Unclaimed
Christopher Edgar is a financial professional with over 6 years of experience in the industry. Christopher is currently registered with Pickwick Capital Partners, LLC and has held previous roles at ALPS Distributors, Inc., FORESIDE FUND SERVICES, LLC and J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. Christopher has a strong understanding of the securities industry, as demonstrated by his Series 63, SIE, and Series 7 licenses. Christopher is licensed in 43 states, including Alabama, Alaska, Arizona, and more.
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.
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.
1
2
NY
07/19/2024 - Present
Pickwick Capital Partners, LLC (WHITE PLAINS NY)
CO
06/26/2023 - 02/09/2024
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
03/07/2019 - 06/14/2023
FORESIDE FUND SERVICES, LLC (Newport Beach CA)
NY
11/28/2016 - 02/12/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
BC
Issued 12/09/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Edgar is the right advisor for you? Invested Better is here to help.