Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Morris is a financial advisor at LPL Financial LLC. Christopher has been in the financial industry since July 2004 and holds the Series 7, 31, 63, 65, and 66 licenses. Christopher has experience in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions. Christopher's primary focus is on helping clients achieve their financial goals through a variety of strategies, including investment management, retirement planning, and estate planning. Christopher also has experience in providing investment advice for charitable organizations, pension and profit-sharing plans, corporations, and high-net-worth individuals. In addition to working with LPL Financial LLC, Christopher has also worked with other financial institutions including J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley DW Inc., Robert Todd Financial Corp., J.T. Moran & Co., Inc., Fidelity Brokerage Services LLC, Capital One Investing, LLC, and Financial Resources Group Investment Services, LLC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (FARMINGDALE NY)
NY
05/03/2018 - 07/01/2019
FINANCIAL RESOURCES GROUP INVESTMENT SERVICES, LLC (BAY SHORE NY)
NY
06/03/2015 - 04/27/2018
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
03/20/2014 - 04/24/2015
FIDELITY BROKERAGE SERVICES LLC (LAKE GROVE NY)
NY
10/01/2012 - 06/04/2013
J.P. MORGAN SECURITIES LLC (PLAINVIEW NY)
NY
11/10/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLAINVIEW NY)
NY
05/07/2004 - 04/07/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NA
04/08/1991 - 11/12/1991
ROBERT TODD FINANCIAL CORP.
NA
07/25/1988 - 04/08/1989
J. T. MORAN & CO., INC.
BOTH
Issued 03/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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