Unclaimed
Christopher McIlraith is a financial advisor with over 20 years of experience in the financial services industry. Christopher is a Certified Financial Planner and has held registrations with several firms, including AXA Advisors, LLC, MetLife Securities, and MML Investors Services, LLC. Christopher is currently registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in several states, including New York, Texas, and Connecticut. Christopher specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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
NY
03/18/2022 - Present
Ameriprise Financial Services, LLC (New York NY)
NY
03/25/2017 - 03/29/2022
MML INVESTORS SERVICES, LLC (New York NY)
NY
01/16/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (New York NY)
NY
11/20/2008 - 02/06/2015
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/17/2007 - 09/18/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/13/2006 - 01/08/2008
VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)
NY
04/23/2001 - 06/07/2006
BEAR WAGNER SPECIALISTS LLC (NEW YORK NY)
NY
10/09/1999 - 04/23/2001
WAGNER STOTT MERCATOR, L.L.C. (NEW YORK NY)
BOTH
Issued 11/26/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2000
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 10/21/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
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