Unclaimed
Christopher Finley is a financial advisor with over 10 years of experience in the industry. Christopher has a Series 6, Series 63, and SIE license and is currently registered with J.P. Morgan Securities LLC in Beaumont, Texas. He is a member of the Financial Industry Regulatory Authority (FINRA) and has a strong understanding of the financial markets. Christopher's primary focus is helping clients reach their financial goals through a range of investment products and services. He specializes in investment planning, retirement planning, and wealth management for individuals and families. Christopher's goal is to build long-lasting relationships with clients based on trust, transparency, and open communication.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
04/23/2013 - Present
J.p. Morgan Securities LLC (BEAUMONT TX)
BC
Issued 06/24/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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